Welcome to the Linchpin Manager!
This guide was created to help you with the setup of the Linchpin Manager. See what can be configured and how you can do it.
For more information, be sure to view the Linchpin Manager documentation.
Installation & licensing
Please refer to Atlassian's installation instructions:
Installation via the Universal Plugin Manager
Step-by-step instructions
Log in to your Confluence instance as an administrator.
- Open the Confluence general administration.
- Click on the Find new apps link in the sidebar.
- Click on the Find new apps link in the sidebar.
- Enter "Linchpin Intranet Suite" in the search field (marked by the text "Search the Marketplace"), then press Enter.
- Click on "Free trial" to test the app for 30 days, or click on "Buy now" if you want to purchase a license for Linchpin Intranet Suite.
- You'll be prompted to register for or log into MyAtlassian.
- Linchpin Intranet Suite will be automatically downloaded and installed after you log-in.
Activate the onboarding assistant.
Navigate to Confluence administration → Linchpin Manager → Onboarding Configuration.
Activate the onboarding module.
Activate the Activate Onboarding Assistant slider button (if the button is green, the assistant is active).
Per default, the onboarding assistant will only be displayed to new users.
If you wish to enable the onboarding assistant for existing users, too, activate the Show onboarding assistant for new and existing users checkbox.
At the end, click on the Save button.
Configure the modules for the onboarding assistant.
Click on the Edit button to edit the welcome message. Enter the message you want to display.
The welcome message consists of two parts: a headline and subtext.
In the Add module section, select a module from the drop-down list and click on the Add button.
Click on the Edit button to enter the name of the module, a headline and a subline.
Some modules will require you to specify spaces (the news module) or profile fields (the user profiles module).
Repeat this step for as many modules as you wish.
Position the modules.
To position the modules within the onboarding assistant, use the arrow buttons to the right side.
Create notices and reminders.
What are notices?
Notices are great reminders. A notice can be displayed once or regularly (for example on a daily basis). When a user visits the dashboard and a new notice is available, it will be displayed as a pop-up window.
Notices can display pure text or remind users to subscribe to news or fill out their profiles!
Create a notice
To create a notice, navigate to Confluence administration → Linchpin Suite → Pings Configuration.
Inside the text field, enter a name for your notice. This name won't be displayed for users.
Select the type of the notice: Subscriptions for News or Profile Assistant.
Click on the Create notice button.
Configure a notice
Within the notice configuration, enable the Active the notice slider button (green = active).
In the Display options section, enter the title and the text of your notice.
In the Content configuration section, select the profile fields which should be available to edit (Profile Assistant) or enter the spaces to which the user can subscribe for news (Subscription for News).
In the Schedule section, you can decide how often the notice should be displayed.
Notice is shown regularly
Activate this box and the notice will be shown over and over again. Enter the number of days to set the regularity.
Notice is shown only once
Activate this box and the notice will only be shown once.
Validity period (optional)
Here you can set a start and expiration date for the notice. The notice will not be displayed before the start date. The notice will not be displayed after the expiration date.
Link to this page: https://seibert.biz/manager-firststeps