How to import Jira users to Employee Success?

Once Employee Success is installed on your Jira instance, navigate to administration >> company directory >> users tab. You'd see that Employee Success has a few users in the company directory those were added at the time of installation. 

Employee Success previously used to auto import all Jira users to Employee Success once the app is installed. However, to manage Employee Success user access more efficiently we have added an import option that lets admins to import specific Jira group/s to Employee Success. As shown in the image above, click on import option. 

 You'd see import users pop-up that lets you select your existing Jira group/s. Select relevant Jira group/s to give Employee Success access to users from those selected Jira group/s and click on import.

Once imported, all Jira users from selected Jira group/s will get added Employee Success company directory. Depending on  Employee Success access settings, imported users will get the relevant user role as listed below.

• If Employee Success access is set to 'user based access' then imported user will be in no access role.
• If Employee Success access is set to 'all users' then imported users will get user role and Employee Success access as non admin users.
• If Employee Success access is set 'Jira group based access', imported users will have access only if their respective Jira group/s is/are not restricted from Employee Success, else restricted Jira group members will be in no access role.

Read How to manage Employee Success access? for more details on Employee Success access settings.