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Users must belong to an authorized group to be able to use the features of Publisher for Confluence Cloud to Salesforce.

Prerequisites

Guide

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Adding an authorized group

  1. Click on the gear icon

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  1. (Settings) in your Confluence space.

  2. In the left sidebar, scroll down to

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  1. the Salesforce Publisher

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  1.  section, and click

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  1. on Configuration.

  2. In

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  1. the Permissions section

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  1. , click the “Choose a group to add” dropdown and select the group(s)

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  1. authorized to use the features.

  2. Click Add

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  1. to add the group as an authorized group to access exporting features.

Info

Users in the “site-admins” and “administrators” groups automatically have permission to use the publisher features.

Group permission features

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  1. You

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  1. can configure the level of access for every authorized group added:

    1. Authorized Group - Displays the list of authorized groups that you have added.

    2. Members - Displays the members that are part of the authorized group, hovering over the members allows you to view the names.

    3. Status - Displays if the members have “All-Access” or “Restricted” access to the exporting features.

    4. Action - Allows you to delete the authorized group or edit the access of the group.

Editing permissions

  1. Click on the pencil icon for an authorized group and a window will appear.

  2. By default, the group has “All-Access” as all the options are checked.

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  3. Unchecking either one of the checkboxes, will change the status of the authorized group to “Restricted”.

  4. Click Save permission to save your changes.

What's next