Onboarding wizard - cloud version

Owned by Annu
Last updated: Oct 05, 2020
2 min read

Once UpRaise for Employee Success is successfully installed on your Jira instance, Jira administrations will see a 'Get 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 they have installed UpRaise for Employee Success or not, can log in & just complete the setup. Main UpRaise menu will be available only after the initial setup is complete.

Clicking on 'Get Started' takes you to the first step of the multi-step wizard

  • 1st step

    •  UpRaise automatically populates the company name from your license. You can update the name here or later, once the setup is complete.





  • 2nd step

    • Click Next and 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 

    • Setup 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 setup is completed, you can always navigate to company directory to set up users.





  • During onboarding, 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.