So you’ve just installed Compliance for Confluence for the first time, now what?! As a Confluence admin, the power is in your hands and in this guide we’ll walk you through the steps to get started.

Step 1: Create Classification Levels

Compliance for Confluence comes with 4 default classification levels out of the box; Highly Restricted, Restricted, Internal, and Public. It’s likely you will want to create your own and you can easily do this by following the guides in the Levels section.

Step 2: Create Level Schemes

Classification levels are applied throughout Confluence using Level Schemes. Before creating a Level Scheme, you will need to decide whether your organization wants one set of classification levels for your entire Confluence instance, or if you want to have different classification levels available across your spaces.

Depending on your choice, you will either need to create one default Level Scheme or multiple Level Schemes by following the Level Schemes guide.

Step 3: Create Restriction Schemes

Restriction Schemes are used to align access restrictions to Confluence pages with the designated classification level. This is a useful way to protect information stored in Confluence and ensure it is accessible to right users or groups.

Before you can begin creating a Restriction Scheme, you will need to decide whether you want one set of restrictions to be used throughout Confluence, or if you want page restrictions to be customized within each individual space.

Similar to level schemes above, depending on your choice, you will need to create either one default Restriction Scheme or multiple Restriction Schemes. You can do this by following the Restriction Schemes guide.

Step 4: Apply Levels and Restriction Schemes

After setting up your Level Schemes and Restriction Schemes the next step is to apply these to your Confluence instance by using the Scope settings.

Scope allows you to choose how levels and restrictions are applied across your Confluence instance and this is where you can choose to apply them globally or at an individual space level.

The diagram below shows how Schemes can be managed at an individual space level for the Marketing and HR team.

Step 5: Apply Levels to Existing Pages

If you have been using your Confluence instance for a while then you may have existing pages that need to be classified. Instead of doing this within each individual page which would be time consuming and tedious, you can use the Bulk Change feature to apply classification levels to pages in bulk.

To use this feature we recommend taking a look at the bulk change guide for more information.

And after completing step 5, you’re done! 🎉

Whilst those are the main steps needed to setup Compliance for Confluence it does come with other features so be sure to check out the rest of our documentation and how-to videos. We’re here to help if you have any questions or want to chat to our team so please let us know and we’ll be in touch!

Give us feedback 🧡

We’re on a mission to make Compliance for Confluence even better for you so be sure to share your feedback with us. We’d love to hear from you!