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In many cases, the requirement is to restrict Employee Success access to certain Jiar users. There are multiple reasons for doing this. A few that we have come across frequently

• Outsiders (non-employees) have access to Jira & companies do not want them to be able to access Employee Success.
• Another use case for having restricted access is when you want to roll out Employee Success gradually.
• Users want to allow or restrict Employee Success access to specific Jira group/s.

Employee Success access can be configured through the setting in company directory under administration. 

Server version of Employee Success

There are three possible options. Only one can be selected at a time. You can make use of these three options to manage access to Employee Success for imported users. Read How to import Jira users to UpRaise? for more details. 

• All users
• User based access
• Jira group based access
  
  

All users

When you select all users option, every active Jira group member of imported Jira group/s will be able to access Employee Success. All users except admin/super admin will be assigned the role of 'user', which can be later changed to admin/super admin if needed. Only Employee Success admin/super admin will have the permission to change someone's role.

User based access

When you select user based access option, you are opting to choose access levels on a per user basis. When turning to this option, all imported users will be set to 'no access' except existing Employee Success admin/super admin. You will need to make use of the "Employee Success role" column to change user's role from No access to user/admin/super admin (refer Images below) & update. In this way, each user's Employee Success role is dictated at the user level.

e.g. In the below snap as user based access option is selected, all users except admin/super admin are marked with 'no access'.

Jira group based access

Let us say you have Jira groups such as developers, project managers, leads etc. and you have imported all them to Employee Success. You grant or deny access to the set of users by selecting these groups with deny access or grant access options. This will allow you to control Employee Success access & to limit it to explicitly selected groups

You can notice in the above image, if you select the first option called "grant access" then the selected groups will get access to Employee Success and rest will be restricted from accessing Employee Success. When you select "deny access" then selected groups are restricted to access and rest will get access. Once you select any option, you will get a drop-down list of imported Jira groups, you can make a selection and click on save.

Cloud version of Employee Success

Turning off limited rollout means, Employee Success is accessible to all the Jira users. By default, limited rollout is turned on to ensure Employee Success is not made available to all the Jira users unknowingly.

When turned on, all users will have 'no access' role except Employee Success admin/super admin. You will need to make use of the "Employee Success role" column to change user's role from no access to user/admin/super admin (refer Images below) & update. 

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