Initial setup by Jira Admin

Once UpRaise app is successfully installed on your Jira instance, Jira administrators will see the app in the top navigation as UpRaise- Get Started. This option is available to all the Jira administrators until the onboarding is complete, other users who are not Jira admins won’t be able to see this option. The idea here is, that any Jira admin - irrespective of whether they have installed UpRaise app or not, can complete the setup. The Main UpRaise menu will be available only after the initial setup is complete.

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Step 1

• Clicking on UpRaise - Get Started takes Jira administrator to the page where they need to select UpRaise admin/s. 

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Step 2

• Search for those Jira users whom you want to make UpRaise Admins or who should initially have access. 

  • Of course, you can just make yourself admin & continue.

• Also, select your time zone. 

  • This can also be updated later on from time zone settings. 

• Once users are added, click on next. 

Get started from here

• System will take you to the company directory page. 

  • If Jira admin has not selected themselves as UpRaise Admin, they'd be logged in as non-admin user only with user-facing features. In below image, since Jira admin is also an UpRaise admin role, they can see all tabs in the company directory that will allow them to manage company directory.

• Now, UpRaise admin/s can start setting up the company directory and other sections of the app. 

• Initially, UpRaise User-based access option is turned on by default. It can be changed any time once the setup is complete. User access options can be changed from Settings ( ) >> General settings tab.

Once UpRaise app is installed, all the Jira administrators will be able to see UpRaise - Get Started menu. The idea here is that any Jira admin - irrespective of whether they have installed UpRaise app or not, can complete the setup. Main UpRaise menu will be available only after the initial setup is completed by one of the Jira admins.

Clicking on UpRaise - Get Started option takes you to the page where you need to add Jira users who are supposed to be UpRaise admins. These are the users, who are supposed to manage UpRaise configurations for your instance. Of course, you can just make yourself admin & continue. After the setup is completed, you can always navigate to the company directory to set up more admin users.

Click on Next & you are done! The set up is completed and you are navigated to the company directory page. Read more about Company directory - Admin Guide.