Concepts - Users, Roles, Designations, Managers & Teams

Users

Users are at the smallest yet very important part of UpRaise app. Although completely integrated with Jira, Upraise needs to create its own entries in the database for users and their attributes. This data is then utilized in UpRaise to segment users into groups based on different attributes. 

UpRaise Roles

Each one of the users in UpRaise company directory will either hold an UpRaise role or will have no access to UpRaise. At any given time, one user can have only one role.  User,Admin and Super admin are the three default UpRaise roles. You can also create your own custom roles. Read more about UpRaise roles.

Designation

Also called as job title, the designation is an attribute associated with each UpRaise user. One user can have only one designation at a time. You can easily add any designation that matches your organization needs. This is an optional attribute. User can very well exist in UpRaise without a designation.

Managers

Manager is someone to whom a given user reports to. To make Jon Doe manager of Jane Doe, both of them must already exist as UpRaise users. One UpRaise user can have only one manager associated. This is an optional attribute. User can very well exist in UpRaise without a manager.

Unit

Unit can be a section. department of your organisation. For eg. One organisation has 2 offices in the same/different country, and they are using one UpRaise system. However, being separate offices they are operational independently with their own team structures, in that case you can create two units and assign these units to the team. This way the users are distinguished. You can view the hierarchy in the team’s tree view under two units.

Teams

Team is a grouping of users based on their functional areas or organizational strategy. Teams in UpRaise are a special entity which acts as containers for users. One team can have one team lead & multiple UpRaise users as team members. Any given team can have one parent team & one or more children teams. This allows UpRaise to create an org hierarchy chart to better help you visualize the structure. 

Team type

There is an additional attribute called team type. It lets you treat any team as a group. By using types, you can create multi-level hierarchy for example Department >> Division >> Team >> Sub-team. In essence, UpRaise will treat everything as a Team, whether they are a department or a division or something else will depend on what type they are of.

Team lead

Team lead is someone who is responsible to manage a team of users. 

User profile attributes

By default users will have some default user attributes like Name, UpRaise Role, Team, designation. However, in almost all cases, organisations will have their own profile attributes for users like employee number, joining date, employment status and what not. In this case you can create your own user profile attributes and define the visibility and editing permissions.