Page Comparison

Managing users is one of the most vital functions in UpRaise. At the moment, each user can have following attributes - Name & Profile

Pic (populated from

Jira profile),

UpRaise role, 

designation, 

manager,

 teams. As the number of users grows, we recommend periodically checking your user list and making the necessary updates

.

All the users who are added to

Jira post UpRaise Installation are inserted into

its data tables when they navigate to any of the UpRaise screens. If 

admin or super admin notices any discrepancy in users' data he can manage them by navigating to the 'users' tab

under company directory.

Adding

new user

Admin or super admin can add new users from the highlighted section below. User box when clicked searches for

Jira users - through username, display name as well as email address.

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Cannot find a user? Check this out for troubleshooting.

While adding new user, admin or super admin has to decide the role of this user by clicking on UpRaise role option. If user based access is set and you are

admin then you can assign role of

user,

admin,

no access. If you are a

super admin then all four roles i.e.

 user,

admin,

super admin &

no access will be available in dropdown. For more details, read 

how UpRaise roles are managed. 

Clicking on the

designation dropdown opens up the list of designations that can be searched through, by typing.

Admin or super admin can not only select any of the existing designations, but also create new ones on the fly (refer to the screenshot below). When you start typing a designation that does not exist in UpRaise data tables, it tells you (in brackets) that this designation will be newly created along with the user. Note that, if you do not go through the process of adding user - new designation will not be added.

As soon as a designation is created, it will appear under designation tab for managing designations.

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While trying to make someone as

manager of another user, it is important to note that the user should be first added into the UpRaise data tables. Essentially, while the user select box searches the users in

Jira data tables - manager select box searches the users in UpRaise data tables.

One user can be a part of multiple teams. Thus the Teams search box allows searching & selecting multiple teams at a time. If the team does not yet exist,

admin or super admin can create one on the fly - similar to how a new designation can be created.

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Editing

existing user

Admin or super admin can search and edit existing users from the highlighted section below. The search results are filtered as you type along any of the parameters. You can either search the users through

their Jira display name, their role, their designation, their manager or the

 teams they belong to. 

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Admin or super admin can select any of the users for editing from the list. Just click on the 'pencil' icon that appears on

mouseover for each user row. 

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One can observe that while editing, User box is disabled deliberately. This ensures that only the selected user's profile attributes are updated and not the user herself.

UpRaise role,

 designation,

manager &

team editing is same as that of while adding a new user.

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Deleting existing user

Users deleted or deactivated in Jira appear in company directory → user listing with (deleted) or (deactivated) suffix. UpRaise does not allow attributes update for these users.

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