This guide describes the out-of-the-box setup of the Standard Knowledgebase (KB). It divides the system into several large functional areas and then describes the tables that are used in those functional areas.
The
Standard KB contains several modules pre-configured with our best practice setup and automation. Depending on selections made when a KB is created, some of these modules may be fully or partly hidden.Following is a general overview of what is included:
- Admin Setup Menu – an overview of the Setup menu options
- End User Interface – introduction to the end user interface
- User Roles – overview of managing user permissions and the default user roles.
- Background Tables – background tables are used by multiple modules and store basic information about people, places, and organizations.
- Global Process Tables – approvals, tasks, and time entries are used with several modules including contract management and service desk.
- Contract Management – manage the contract lifecycle, including e-signature and approval workflows.
- Service Desk Operation – create an internal or external helpdesk.
- Project Management – organize projects and manage purchase orders.
- Sales Automation and CRM – track and automate sales leads, opportunities, and quotes.
- Document Management Table - the Documents table holds records for published documents.
- System Tables – includes tables that manage other automation and functions, including the EUI Templates Table and Replacement Variables Table
Who Should Read This?
This guide is primarily intended to be used by admin users or system designers who need structural information about the Standard
knowledgebase in order to customize it. Tip |
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title | Welcome to your new space! |
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Confluence spaces are great for sharing content and news with your team. This is your home page. Right now it shows recent space activity, but you can customize this page in anyway you like. |
Complete these tasks to get started
- Edit this home page - Click Edit in the top right of this screen to customize your Space home page
- Create your first page - Click the Create button in the header to get started
- Brand your Space - Click Configure Sidebar in the left panel to update space details and logo
- Set permissions - Click Space Tools in the left sidebar to update permissions and give others access
Recent space activity
Recently Updated |
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types | page, comment, blogpost |
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max | 5 |
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hideHeading | true |
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theme | social |
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Space contributors
Contributors |
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mode | list |
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scope | descendants |
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limit | 5 |
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showLastTime | true |
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order | update |
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