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This page is a crash course in how to use Confluence (a.k.a. "the wiki").

Info

PORTFOLIO NOTE
This guide was originally created based on the interface of a server-based Confluence space, rather than a cloud-based space. The interfaces have significant differences.

Please note that identifying company information and non-generic page titles have been redacted throughout this article.

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  • Add Personal Space... - Select this option to create a personal Confluence space.

    • ⚠ Anything you add to a personal Confluence space could be considered company property. Please use this space responsibly; don't post anything inappropriate for a work environment, and don't post anything you don't want the company to own.

  • Recently Viewed - Open a pop-up window modal that lists the Confluence pages you recently viewed. Filter the results by typing in the "Filter" field in the pop-up windowmodal.

  • Profile - Open your profile. Your profile shows your most recent Confluence activity, and displays your name and company email address.

    • (tick) Change your profile picture by clicking on the Picture link on the left side of the profile page and following the on-screen instructions.

  • Tasks - Display outstanding action items you have been tagged in.

  • Saved for later - Displays pages you have "starred" to "save for later" ("bookmarked").

  • Watches - Displays a list of the pages you are watching.

  • Drafts - Display a list of unsaved Confluence page drafts you have worked on.

  • Network - Display a list of users whose Confluence activity you are watching.

  • Settings - Customize your Confluence settings, including your password and time zone.

    • It is highly recommended that you check your time zone setting! If you are in the Houston office, set the time zone to "(GMT-0600) Central Time (US & Canada)".

    • ⚠ HipChat is no longer used by (The Company). Ignore the "HipChat OAuth Sessions" option.

  • Log Out - Log out of your account.

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