Concepts - Users, Roles, Designations, Managers & Teams
- Anand Inamdar
- Annu
Users
Users are at the core of UpRaise. 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 the system to segment users into groups based on different attributes.
Users who are deactivated or deleted from Jira will be automatically marked as inactive or deleted within UpRaise. Since these users cannot login in Jira anyway, we don't provide an option to remove them from UpRaise.
Roles
Each one of the users in UpRaise company directory will either hold a role or will have 'no access' to for UpRaise. At any given time, one user can have only one role.
Do keep in mind that role defined under UpRaise company directory is limited for its features, it won't have any bearing on Jira features or features of any other addon.
Designations
Also called as Job title, designation is an attribute associated with each user of this app. One user can have only one designation at a time. By default, UpRaise comes with HR Manager, Product Manager, Project Manager, QA Engineer, Software Developer designations. This list can be easily managed to better match your organisation needs. This is an optional attribute. User can very well exist in the system 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 the system without a manager.
Teams
Team is a grouping of users based on their functional areas or organisational strategy. Teams in UpRaise are a special entity which act as containers for users. One team can have one team lead & multiple 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 visualise 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.
Note that one UpRaise user can be a part of more than one team.
Team Lead
Team lead is a special type of team member. There are configurations across features that give special permissions to team leads such as being able to create team level OKRs for the team they are leading.