Where should a team keep its operating instructions?

Create a space for the team and a page for each procedure. Start with one task, such as what a support teammate should do when a customer asks to move a booking. Put the current instructions on the page so a teammate can find them with search.

Does a public link show the draft or the current page?

Eligible public links show a view-only copy of the current page to anyone who has the link. Atlassian limits public links to paid plans and supported content types such as pages. Check whether your site and space allow them. Turn off the public link when you need to withdraw access.

Free allows up to ten users. Atlassian says permissions on Free cannot be customized. Check who can sign in before putting internal instructions in the workspace.

Which copy should you keep before moving your handbook?

Export a single page as Word or PDF. For a space, a space admin can choose formats such as CSV, HTML or PDF. Their scope differs. For example, PDF space export omits comments. Atlassian says Cloud XML export will continue to work after support ends on December 1, 2026. CSV remains supported for export. For a move to Confluence Data Center, Atlassian says Data Center requires XML and cannot import that CSV.

Before moving, check whether the destination can read the exported pages and which comments or attachments need to come along.

How would you separate staff instructions from public help?

Sketch this using fictional text and attachments. Keep the exercise on paper without connecting a workspace or publishing a page.

Write the staff version
Make a fictional procedure for moving a class booking. Keep staff notes on its own sheet.
Write the customer version
Give the customer a separate page with only the action they should take. Mark who can open each page.
Keep a copy
Mark which page could be withdrawn and what a teammate would need to rebuild the handbook.