How to Set up the Dropbox Dash Connector for Atlassian Confluence

Overview

The Dropbox Dash connector for Atlassian Confluence allows users to search for and receive answers about their content on Dash. Users can get answers to their queries directly from Dash or access their content on Confluence, redirected from Dash results with a simple click. By setting up the Dropbox Dash connector for Confluence, administrators enable sync of an organization’s Confluence contents with Dash.

Service account requirements

The Dropbox Dash connector for Atlassian Confluence relies on a Confluence administrator authenticating and authorizing a company-level connector between a company’s Confluence platform and Dropbox Dash. As a better security practice and to avoid disruption between the Confluence platform and Dash integration (for instance, in the event of an admin leaving the company), it’s strongly recommended that you create a non-human admin service account in Confluence specifically used to integrate with Dash.

More information and naming convention recommendations for service accounts can be found in the Service account recommendations for SaaS service integrations with Dropbox Dash document.

For this document, svc-dropboxdash-atlassian-confluence is referenced as the recommended account name for the service account.

Overview of setup:

Step 1: Create a new admin Service Account

Step 2: Connect Atlassian Confluence to Dropbox Dash using the Service Account This will be covered during your implementation call

How to create a new admin service account in Confluence for the Dropbox Dash integration

Before creating a Confluence account for the service account to be used with Dash, ensure that a corresponding email address exists for user svc-dropboxdash-atlassian-confluence (e.g. svc-dropboxdash-atlassian-confluence@company_domain_name.com), which can be used to log in and receive emails to accept and complete the Dropbox account flow.

1. Log in to Confluence as an admin.
   1. Confluence can be accessed at https://<domain name>.atlassian.net/wiki/admin

2. Click the cog icon in the upper right to open the Confluence administration menu.
   

3. Click User management in the left sidebar.
   

4. Click Directory.
5. Click Users.
6. Click the Invite users button.
   

7. Type the email address for the service account user in the Invite by email address… field.

The service account's access and control scope should be limited to Confluence. If you have multiple products with Confluence, you'll need to set the Product roles for those that aren't Confluence specific to None.

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8. In the Product roles dropdown menu for Confluence, check User to remove that role.
9. Check Product admin.  
   

10. Click the Invite users button.
    

• You’ll be returned to the Atlassian admin page for Users and should see svc-dropboxdash-atlassian-confluence as an invited user.
  

11. Open the email account for user svc-dropboxdash-atlassian-confluence and locate the invitation to Confluence.
12. Click the Accept Invite button.
    

13. In the pop-up window, type svc-dropboxdash-atlassian-confluence in the Full name field.
14. Type a new password in the Password field.
    1. Note the password somewhere safe, such as your password management vault.
15. Click the Continue button.

16. You'll be asked to select a role that best describes your team's work. Select an option appropriate from the dropdown menu and click Finish.
    

How to connect Confluence to Dropbox Dash using the service account

1. Log in to dropbox.com with your admin credentials.
2. Click Admin console in the left sidebar.

4. Click Dash in the left sidebar.
5. Click Apps.
   

6. Click the More apps tab.
7. Click +Add to the right of the Confluence connector.
   

8. Click Continue.
   

• In the pop-up menu, you’ll be prompted to authenticate with Atlassian.

9. Type the email address for the svc-dropboxdash-atlassian-confluence service account.
10. Click the Continue button.

If you aren’t prompted to enter an email address and instead jump straight to accepting connecting Dropbox Dash and Jira, you’re already logged in to Confluence/Atlassian, and OAuth is trying to connect as your user. In this event, you need to log out of Confluence/Atlassian first so that you can be connected using the appropriate service account.

11. Type the password for the svc-dropboxdash-atlassian-confluence service account.
12. Click the Log in button.
    

If you require multi-factor authentication (MFA) for accounts in your environment, you may be prompted for additional authentication associated with the service account.

13. Click Accept.
    

• You’ll see a confirmation pop-up that Confluence was connected.
  

14. Click the Your apps tab.
    1. You should now see Confluence added as a connector.
       

Congratulations! You’ve now successfully connected Confluence by Atlassian as a company connector to Dropbox Dash.