A workaround, at least to start with, could be to allow Service Desk customers in Confluence without them costing a license? The use case is the following.
Use Case
One Service Desk project serving multiple customer organizations. The customer organizations each have KB articles the other ones can't see and some are common. My customers then ask me if you can connect multiple KB spaces because of this requirement.
Workaround
A solution I have tried, on server, using one KB space but that seems support the above scenario is the following.
- One common service-desk-customers group. All service desk customer belong to this group. This group is given the role of service-desk-customer on the SD project.
- A customer specific group for each customer, service-desk-customer-a, service-desk-customer-b, etc.
- The KB space has a top level, which contains KB articles common to all customers. There are no page restrictions on these articles.
- Each customer organization has a page under the top level. All customer specific articles are placed under this page.
- A view restriction is placed on this customer specific level page corresponding to the customer specific group. Now only customers belonging to this group can view the pages.
- Service-desk-agents group is given edit rights on all pages.
Now Agents can create KB articles and place them where needed. Common will be above all customer specific pages in the tree. Obviously, customer specific articles go under their respective branch in the tree.
Logging into Portal as a customer who is in group service-desk-customer-a and only KB articles which are common and under the customer page where they have view right based on the group show up in portal.
This seems to work fine. One SD project with one KB where articles are view-able based on the structure and page view restrictions.
The Problems
- Service Desk customer now cost a Confluence license
- The Organization custom field in JIRA SD needs to be kept in sync with the real directory groups. Would be nice if we could actually use real groups for Organization in SD.
Suggestions
If all customers automatically go into a service-desk-customers group and all organizations automatically create a group and place customers in the corresponding group and keep it updated.(nested groups) Then treat the service-desk-customer group special in Confluence so they do not cost a license then the above workaround is pretty much supported.
Also this make me think whether multiple KB spaces and one SD project is the right way to go. This workaround points more to segmenting a single KB space. For example.
I create a new organization for a new customer. You could then give the option of adding a "area" in the KB space. If the agent says yes a top level KB page is created in the KB space and the view restrictions are applied. When creating new articles the agent simply selects which org to place it under or whether it is common. Now we don't have many KB spaces cluttering up Confluence.
Hi,
I'm Joe. I'm a product manager in JSD cloud. I'll be mainly working on the knowledge base. Would any of you be interested in getting on 20-30 min call with me? I'd like to understand this need more and also understand how your organization/team manages knowledge base.
You can email me at jjayanth@atlassian.com
and I can schedule some time with you.
cheers
joe