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    Create A New User User Management

    Uploaded by

    Saladhi Venkatesh
    The document discusses how to manage users and projects in Jira. It provides instructions for creating users and groups, setting up permission schemes to control access, adding workflow schemes to define issue statuses and transitions, configuring fields, and associating screens with operations. The steps generally involve navigating to the appropriate section in Jira settings and following prompts to complete configurations.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Create A New User User Management

    Uploaded by

    Saladhi Venkatesh
    69 views4 pages
    The document discusses how to manage users and projects in Jira. It provides instructions for creating users and groups, setting up permission schemes to control access, adding workflow schemes to define issue statuses and transitions, configuring fields, and associating screens with operations. The steps generally involve navigating to the appropriate section in Jira settings and following prompts to complete configurations.

    Original Title

    JIra_Admin Tasks

    Copyright

    © © All Rights Reserved

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    The document discusses how to manage users and projects in Jira. It provides instructions for creating users and groups, setting up permission schemes to control access, adding workflow schemes to define issue statuses and transitions, configuring fields, and associating screens with operations. The steps generally involve navigating to the appropriate section in Jira settings and following prompts to complete configurations.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    69 views4 pages

    Create A New User User Management

    Uploaded by

    Saladhi Venkatesh
    The document discusses how to manage users and projects in Jira. It provides instructions for creating users and groups, setting up permission schemes to control access, adding workflow schemes to define issue statuses and transitions, configuring fields, and associating screens with operations. The steps generally involve navigating to the appropriate section in Jira settings and following prompts to complete configurations.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 4

    User Management:

    Create a new User

    1. Navigate to the User Management screen by selecting   > User management.


    2. Choose Create User to add a new user. Specify the username as Ex: jason. Set the rest of
    the fields to whatever you want.

    You should have a screen that looks something like this:

    Create a new group 

    1. Go to  >>  User management


    2. Choose Groups in the sidebar
    3. Choose the Create group button (if you're using Confluence Server, choose Add Group)
    4. Enter a group name, for example 'project-team'
    5. Choose Create group
    6. Choose Add to add members to the group
    7. Enter the names of the users you wish to add to the group and choose Add user

    Creating a permission scheme

    1. Select the Jira icon >> Jira settings > Issues.


    2. Select Permission Schemes to open the Permission Schemes page, which displays a list
    of all permission schemes in your Jira system and the projects that use each scheme.
    3. Click the 'Add Permission Scheme' link.
    4. In the Add Permission Scheme form, enter a name for the scheme, and a short
    description of the scheme. Select Add.
    5. You will return to the Permission Schemes page which now contains the newly added
    scheme.

    Adding users, groups, or roles to a permission scheme

    1. Select the Jira icon > > Jira settings > Issues.


    2. Select Permission Schemes to open the Permission Schemes page, which displays a list
    of all permission schemes in your Jira system and the projects that use each scheme.
    3. Locate the permission scheme you would like to update, and select Permissions in
    the Actions column to view the scheme.
    4. Select the Edit link for the permission you wish to add to. This displays the Grant
    permission dialog.
    5. Select who to add the selected permission to, and click the Grant button. The users,
    groups, or roles will now be added to the selected permission.  Project roles are useful for
    defining specific team members for each project. Referencing project roles rather than users or
    groups in your permissions can help you minimize the number of permission schemes in your
    system.
    6. Repeat steps 4 and 5 until all required users, groups, or roles have been added to the
    permissions.

    Project Management:

    Adding a workflow scheme

    1. Select    > Issues.
    2. Under WORKFLOWS, click Workflow Schemes.
    3. Click Add Workflow Scheme.
    4. Enter the name and description of the new workflow scheme.
    5. Click Add to create the new workflow scheme. 

    Sample Work Flow:

    Configure a workflow scheme associated with a project


    1. Choose the Jira icon > > Projects.
    2. Click Workflows on the left of the Project settings page. The Workflows page is
    displayed, indicating the current workflow scheme used by the project. Configure the workflow
    scheme using the table below. 
    3. In the Publish Workflows page, click Associate to begin the migration process. Each issue
    has to be in a valid status. The valid statuses for an issue are defined by its workflow. This means
    that when changing a workflow, you may need to tell Jira the status for specific issues after the
    change.
    4. Click Acknowledge to finish the process.

    How to add a new field configuration

    1. Select    > Issues.
    2. In the Fields section, click Field configurations.
    3. Click Add field configuration.
    4. Enter a name that best describes your new field configuration and a description that
    explains when it should be used.
    5. Click Add.
    Associating a screen with an issue operation

    1. Choose   > Issues. 
    2. Select Screens > Screen Schemes to open the View Screen Schemes page:

    3. Locate the screen scheme in which you are interested, and click the Configure link next to
    it.

    4. Click Associate an Issue Operation with a Screen, and select the following options: 


    a. Select the Issue Operation with which you wish to associate a screen.
    b. Select the desired screen.

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