Manage UpRaise users
- Annu
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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.
Search
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 Sync/import users from Jira.