Expand your profiles contextually, visually and technically.

Create meaningful and customizable profiles.


Migrate Confluence profile data to LUP

Learn how to migrate Conflluence porfile data to LUP here.



Welcome to Linchpin User Profiles!

This guide was created to help you with the setup of Linchpin User Profiles. See what can be configured and how you can do it.

For more information, be sure to view the Linchpin User Profiles documentation.


Installation & licensing

Please refer to Atlassian's installation instructions: 

Installation via the Universal Plugin Manager

 

Step-by-step instructions

  1. Log in to your Confluence instance as an administrator.

  2. Open the Confluence general administration.
    1. Click on the Find new apps link in the sidebar.
  3. Enter "Linchpin User Profiles" in the search field (marked by the text "Search the Marketplace"), then press Enter.
  4. 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 User Profiles.
  5. You'll be prompted to register for or log into MyAtlassian.
  6. Linchpin User Profiles will be automatically downloaded and installed after you log-in.

Create profile sections and profile fields

To access the 'Profile Editor', navigate to Confluence administration → Linchpin User Profiles → Profile Editor.


Create profile sections.

Profile sections are headlines inside the profile. Use sections to group similar profile fields.

To create a new profile section, click the + New profile section button at the bottom of the profile editor.

A creation sidebar will open. Enter the name of the section.

In the Group restrictions field you can restrict this profile section to certain users only. Enter a group name to limit the access to this section. Leave this field empty, so that all users can have and edit profile fields in this section.

Click on the Save button to save your changes.





Create profile fields.

Navigate to the profile section of your choice. Then, click on the + New profile field button.

An editor sidebar will open. 


Field label

Enter the name of the profile field here.

This is the name your users see in their profiles.


Field type

Select the correct field type. Many field types exist. They range from default text areas to date selects or imported LDAP data.

Depending on the field type, users will be able to enter different information into the profile field. In some cases, like with the field type "dependent field", the field value is fix and can not be changed by users.

Info

For a complete list of field types, please follow this link.

Please note that the configuration screen can include more options than described here. Some field types carry additional configuration. More information under the link above.

 



Required

Activate the Required checkbox to make a profile field mandatory. This can be useful when the personalization depends on this field or the field is important in some other way.

Required profile fields will be shown inside the Profile Completion Assistant (2.21 and older), if you choose to activate it.


Help text

If you enter any text here, it will appear as a help icon for all users who edit their profiles. Use this field to guide your users.

Only plain text is allowed here (no HTML etc.).

 

Source

Select the data source for the profile field. User input lets users enter the information themselves, sources like XML and LDAP can come pre-configured.

 

Hidden in profile

Activate the slider button (it should become green) to display the profile field in the user's profile. 

Deactivate the slider button (it should become grey) to hide the profile field in the user's profile.





Organize profile fields and profile categories

You can change the layout of the whole profile.

Re-arrange the profile categories via drag & drop.

To do so, click on the 6-points-button and drag the section or profile field to the desired position.


Safety Guidelines

We strongly recommend the following Confluence configuration settings to avoid potential security risks:

Make sure people are not allowed to register their own accounts, especially without restriction to your domain.

If you allow anonymous access, make sure anonymous users don't have permission to create or edit anything anywhere (pages, blogposts, comments, attachments etc. in any space).
     
If you configure your instance differently, you do so at your own risk.


Link to this page: https://seibert.biz/firststepswithuserprofiles

This page was last edited on 12/16/2024.