Manage UpRaise users

Owned by Annu
Last updated: Jan 22, 2021
3 min read

Background

To create a new user in UpRaise, that user must be active in Jira. Then UpRaise admins/super admins or any user with sufficient permissions can add new users to UpRaise. When added to UpRaise, user gets associated with some default attributes like User name, Status, Role, profile picture (Populated from Jira. And after adding user to UpRaise company directory they can be associated with Team, Designation, Manager, and any other custom profile attribute created with the system.

Create

  • Navigate to 'Company directory'

  • Click on 'Add user'

  • Type user name (Jira user name) and add other attribute details

  • Click on 'Create'

Initially, you can only add ‘Name' & 'Role’. Other attributes can be added later by editing user/user profile or it can be synced via HRMS.

Edit

  • Navigate to 'Company directory'

  • Click on 'Edit'

  • Update relevant information

  • Click on 'Update'

Delete

  • Once the user is added to UpRaise, it cannot be deleted. However, when users are deleted/deactivated from Jira they are automatically marked as ‘Deleted/Inactive' within UpRaise.

  • From users page

    • Click on 'Filter' link

    • Search by name in 'User' field

  • Global search

    • In the left-hand top corner, click within search filed

    • Type user name and search

    • This takes you to the user profile page. If you have sufficient permissions, you can edit/view user details.

Export user data

  • Navigate to ‘Company directory' >> 'Users’ tab

    • Apply relevant filters if you are willing to export specific user data.

  • Click on icon

  • System will send an email with an export file via email.

Import users from Jira

Read https://amoeboids.atlassian.net/wiki/spaces/UD/pages/2468577300.