Set up Capable for Confluence after installing

After installing Capable for Confluence, a site administrator opens Global settings and works left to right: hide the capabilities you do not use on the Capabilities tab, check the switches on the Features tab, and connect email, Slack or Microsoft Teams on the Notifications tab. Everything saves as you go, and nothing is required before people start.


#Before you start

You need

Why

A Confluence site administrator

Global settings is for site administrators only.

Capable for Confluence installed

Macros and the Capable byline appear as soon as the install finishes.

A few minutes

There is no Save button. Each change applies on its own.


#Steps

  1. Open Global settings for Capable in Confluence administration. You can also select Open Global Settings in the General section of your Capable settings.

  2. On the Capabilities tab, switch any capability your site will not use to Hidden. The navigation, the byline and the command palette get shorter for everyone.

  3. On the Features tab, check the site-wide switches, such as AI integrations, Approval status banner and Calendar subscriptions.

  4. On the Notifications tab, leave Email notifications on or off, and connect Slack or Microsoft Teams if your teams use them.

  5. If your content loads images, fonts or data from a server of your own, add that domain on the Egress tab.

  6. Leave the Indexing tab to fill up. Search filters and bylines that show when relevant depend on it.


#What happens next

Install also creates a Confluence space called Capable Asset Store, which holds shared templates, images and libraries. Do not delete it. Indexing runs in the background once an hour, so a large site can take hours or days before every page is covered.


#If it does not work

  • A panel saying License Not Found straight after installing usually clears within a few minutes. See Fix License Not Found or License expired in Capable for Confluence.

  • Sites, Quality or Forms stay missing after you make them Visible: they also depend on your edition. See Editions.

  • A change has not reached other people yet: allow about a minute, or up to five in a tab that was already open.



Ten minutes now saves a tidy-up later.