Once UpRaise is successfully installed on your Jira instance, Jira administrations will see a 'Getting Started' menu at the top. This menu is available to all the Jira administrators until the onboarding is complete. Idea is, any JIRA admin - irrespective of whether he has installed UpRaise or not, can log in & just complete the setup. Main UpRaise menu will be available only after the initial set up is complete.
Clicking on 'Get Started' takes you to the first step of the multi-step wizard:
- In the 1st step, UpRaise automatically populates the company name from your license. You can update the name here or later, once the set up is complete.
- Click Next and in the 2nd step you have the opportunity to select which features you'd want to use. By clicking on the respective boxes, you will enable/disable corresponding menu items & sections. Of course, this selection can be modified later on as well.
- 3rd step allows you to set up user access by turning limited roll out on or off.
- Here you can add UpRaise administrators & standard users, who should initially have access. Of course you can just make yourself admin & continue. After the set up is completed, you can always navigate to company directory to set up users.
- During on-boarding, UpRaise access is set at the user level. It can be changed any time once the set up is complete, via company directory page.
- Once Next is clicked, the set up is complete & you will get a quick set of links to get started.
