Confluence Administration

Learn to manage users, permissions, and content organization with real-time guidance and proven best practices.

Overview

An expert instructor will teach your team how to manage Confluence for your organization and keep it running smoothly.

Your team will learn how to manage users and groups and control permission settings, discover best practices for structuring and organizing content across multiple teams, and see real-world examples of how other administrators use Confluence to improve teamwork.

Throughout the course, your team will be able to ask organization-specific questions in real-time and get the answers they need. The team learning environment delivers engagement, retention, and collaboration, extending the benefits of an instructor-led course beyond instruction time.

Train up your teams with private group training

Have a group of 5 or more students? Cprime also provides specialist private training with exclusive discounts for tailored, high-impact learning.

Full course details

Course outline

Module 1: Course Introduction

  • Welcome & Introductions
    • Course logistics, tools, and interactions
    • Icebreakers (Introductions, Locations, Experience with Confluence)
  • Lab 1 – Accessing Your Lab Environment (5 min)
    • Log into Confluence site

Module 2: User Management and Permissions

  • Administration Levels
    • Organization admin, Site admin, User access admin, Confluence admin, Space admin
  • User Management
    • Adding and removing users
    • Roles: User, App Admin, Guest
    • Groups and default groups
  • Permissions
    • Global permissions
    • Space permissions
    • Page restrictions
    • Recovering space permissions
  • Key Considerations
    • Anonymous access and security implications
    • Guest users and public links

Lab 2 Exercise 1 – Configuring Global Permissions (5 min)

  • Revoke, grant, and assign create space permissions

Lab 2 Exercise 2 – Creating a Space and Managing Permissions (15 min)

  • Access default space permissions
  • Create Knowledge Base space for Events team
  • Star Event & Finance spaces
  • Override space permissions
  • Configure permissions for Event space
  • Create Finance space
  • Add user to Finance space
  • Edit permissions for Finance space
  • Verify space permissions (optional)

Module 3: Configuring Global Settings

  • Initial Configuration
    • Default language, look & feel, email notifications, apps, auditing
  • Jira Integration
    • Linking Confluence with Jira
    • Application navigator customization
  • Customization
    • Logo, favicon, homepage, themes, headers/footers
  • Troubleshooting & Auditing
    • Using audit logs for tracking and compliance

Lab 3 Exercise 1 – Viewing & Updating Global Settings (10 min)

  • Update site title, contact message, attachment limits, apps, notifications

Lab 3 Exercise 2 – Customizing the Look and Feel (5 min)

  • Change site logo and color scheme

Lab 3 Exercise 3 – Using the Audit Log (5 min)

  • Review log entries and retention

Module 4: Confluence Exports and Backups

  • Exporting Content
    • PDF, HTML, CSV/XML formats
    • Single page/blog exports
    • Customizing PDF layouts and stylesheets
  • Security Implications
    • Restricted pages in exports
  • Restoring Content
    • Importing from CSV
    • Limitations with groups and users
  • Archiving vs. Deleting Spaces
    • Benefits and visibility impacts
  • Backups
    • Site vs. space backups
    • Frequency and limitations
    • Import considerations

Lab 4 Exercise 1 – Exporting & Archiving a Space (10 min)

  • Create a PDF export
  • Archive Event space

Lab 4 Exercise 2 – Backing Up and Restoring (15 min)

  • Create site backup
  • Create space backup
  • Delete Finance space
  • Import space from CSV backup

Module 5: Confluence Analytics

  • Overview
    • Purpose and benefits (Premium/Enterprise only)
  • Permissions
    • Restricting analytics access
  • Levels of Analytics
    • Site-level: adoption, popular spaces, searches
    • Space-level: popular content, active readers/contributors
    • Page-level: views, engagement, read time
  • Exporting Analytics
    • Excel reports for site, space, and users

Lab 5 Exercise 1 – Space Analytics (10 min)

  • Restrict Analytics access
  • View site analytics
  • View space analytics
  • View page analytics
  • Export analytics as report
Audience / prerequisites

This course is designed for Confluence administrators.

In this class you will learn how to

After taking this course, your team will be able to:

  • Manage users
  • Manage global and space permissions
  • Configure global settings
  • Import, export, back up, and restore spaces
  • Augment administrative oversight using Confluence analytics

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