See also the Synchronize user data section below and the detailed installation instructions at the bottom of the page.
After you have successfully installed the app, you can find the area Linchpin User Profiles in the Confluence Administration. There, you can find the Profile Editor, Profile Assistance, Profile Migration, Custom Landing Spaces, Org Chart, and Data Sources. To create a profile, click "Profile Editor".
Create Profile Categories and Profile Fields
In the app administration, you can create new profile categories and profile fields with a click of the mouse, and then move them into the order you want using drag and drop. What profile field options are there? In which form should a user enter their data?
User data can also be read from an existing user directory - you can change the configuration whenever you want to. If you want certain profile details to be mandatory, to make sure all users fill these out, you can define this for each profile field separately by simply activating the corresponding checkbox.
Profile categories and profile fields can be created and edited in the Profile Editor administration section. The first category is "Contact Area". There, three mandatory fields are highlighted in gray: phone number, instant messenger (Skype Business) and email address. Additional fields can be added from other profile categories by drag and drop. To do this, you need to add a new profile category.
Create a Profile Category
Click "Create a new profile category".
Enter the name of the profile category, for example Expertise. Click "Save".
You can see that the profile category "Expertise" has been created. You can now add Profile Fields to it.
Add a Profile Field
Click "Create new profile field" under the profile category.
The fields marked as mandatory need to be filled in, first, the name of the label, as in the example "Applications" below. Then select the field type - you can choose from different field types ranging from free text to a user selection. In this case we've chosen Multi-select. This means users can select multiple options.
|Text||Text field in which the user can enter any text.||Name|
|Multi-line text field||Text field in which the user can enter any text with line breaks.||About me|
|Selection||Selection field where the user can select one field from a given set of selection options.||Department|
|Multi-select||Selection field where the user can select multiple fields from a given set of selection options.||Skills|
|Cascading field||Multiple selection field for hierarchical information. Each selection automatically includes the subordinate fields.||Responsibility for products, organized into categories.|
|User selection||User selection from the users that exist in Confluence.||Supervisor|
|Telephone number||Telephone field to display a clickable telephone number.||+49123123123|
|Date||Select a date.||Birthday|
|Language||Select one or more languages from a predefined set (all languages).||Language skills|
|Country||Select one or more countries from a predefined set (all countries).||Citizenship|
|Dependent field||Field for displaying certain data that depends on the values of another CUP field.|
An alphanumeric cost center abbreviation from the Active Directory is "translated" into plain language for the user profile.
|Instant messenger||chat clients||Skype Business and XMPP support clients|
|LDAP-attribute||Field filled directly from the user directory.||-|
|XML||Field which is filled directly from an XML file.||-|
Now you have added a new profile field.
You can add as many as you want.
When looking at their profile, users can now enter data for the three fields "Applications","Languages"and "Other" under the "Expertise" category.
More details you can find here Documentation.
Synchronize user data
The user directory is typically the information center of an organization. User data is stored and maintained here, while other systems only extract data. To avoid duplication of effort, you want the existing user data to be available in your Confluence system as well. This is no problem with the Linchpin User Profiles app. The Linchpin User Profiles app supports two ways to import user data into Confluence. Detailed instructions.
XML user data import
You can import user profile data from SAP or IDM, for example, using an XML file.
You can also connect your central user directory directly to Confluence and configure the profile fields you want to import. Linchpin User Profiles supports this synchronization in both directions.
Install the Linchpin User Profiles app
Please note the instructions from Atlassian for installing the Linchpin User Profiles app:
Follow the Universal App Manager installation instructions if you are already using Confluence.
- Log into your Confluence instance as an administrator.
- Go to the Confluence administration and select "Find new apps" in the left-hand panel under Atlassian marketplace.
- Enter Linchpin User Profiles in the search field and press Enter. You'll see the most recent version of the Linchpin User Profiles app in the search results.
- Click "Free trial" to test the Linchpin User Profiles app for 30 days, or "Buy now" to purchase a license for the Linchpin User Profiles app.
- You will be redirected to MyAtlassian and asked to either register or log in.
- The Linchpin User Profiles app will be automatically downloaded and installed in your Confluence instance.