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JIRA Agile User's and Administrator's Guide

In this tutorial, we are going to learn about JIRA site administration, user management, group management, application access, sign up option and password policy.

To begin with, let’s understand the user management in JIRA. Below are the steps.

Step 1: Login into the JIRA with administrator credentials.

Step 2: Navigate to the left top of the JIRA page after login and click setting icon.

Step 3: JIRA system will display the option User management in the dropdown menu as shown in the below screenshot.

Jira Admin Guide screen1

Step 4: Click on the User management, it will open the site management with Users page displayed as shown in the below screenshot.

Jira Admin Guide screen2

 

Adding Users in JIRA:

In the site administration, open the Users page following the steps discussed before. It will ask you to enter the Full Name and the Email address of the team member. Enter at least one team member detail and click on the Create users button to finish creation of the user as shown in the below screenshot. All the JIRA users list will be visible at the bottom of the page with the full name, rights, username, Email address and Last session. Admin can deactivate the user after clicking the deactivate link present in the last column of the user list.

Jira Admin Guide screen3

Below screenshot shows the list of users added to JIRA. JIRA has sent invitation to these users on their email id. Resend option present in the last column of the users allows to resend the invitation email to these newly added users again.

Jira Admin Guide screen4

 

Groups Creation:

JIRA allows to create various groups in the agile project. It could be a testing team, a development team, a production support team, etc. Below are the steps to create groups in JIRA.

Step 1: Login into the JIRA with administrator credentials.

Step 2: Navigate to the left top of the JIRA page after login and click setting icon.

Step 3: JIRA system will display the option User management in the dropdown menu, click on that.

Step 4: It will display the Users page with Groups link present on the left hand side. Click on the Groups link. It will display the Groups screen.

Step 5: On the Groups screen, click on the Create Group button present on the top right corner of the screen. It will open up the below dialogue box asking you to enter Name and description of the group.

Step 6: Enter the desired details in these fields and click on the Create group button to finish creating the group in JIRA.

Note that group Name is the mandatory field, however description is the optional filed. If you do not want to create the group at this step then click on the cancel link to close this create group dialogue box.

Jira Admin Guide screen5

 

Adding team members to the group: It involve below steps.

Step 1: After you have create a new group or to the existing group, click on the Add button present on the right hand side as shown in the below screenshot.

Jira Admin Guide screen6

Step 2: It will open up a dialogue box Add user(s) to group as shown in the below screenshot. When you take the focus on the User(s) text box, it will start displaying the available users in JIRA which could be added. JIRA automatically searches for the user when you start typing the letters into the test box.

Jira Admin Guide screen7

Step 3: You can add more than one user to a group at once as shown in the below screenshot.

Jira Admin Guide screen8

Step 4: Click on the Add user button to finish adding the user(s) to the given group. Note that, if at this step you have decided not to add any user then you can close this dialogue box after clicking on the cancel link.

Step 5: Below screenshot show the list of users which are recently added to newly created group.

Jira Admin Guide screen9

 

Removing user from group:

If somebody lefts the project and want to unsubscribe the JIRA alerts. This user can be removed from the group after following the below steps.

Step 1: Login into the JIRA with administrator credentials.

Step 2: Navigate to the left top of the JIRA page after login and click setting icon.

Step 3: JIRA system will display the option User management in the dropdown menu, click on that.

Step 4: It will display the Users page with Groups link present on the left hand side. Click on the Groups link. It will display the Groups screen.

Step 5: Click on the group link Software Testing Agile Team as shown in the below screenshot.

Jira Admin Guide screen11

Step 6: It will list down all the users which are the members of this group. With each user there is a Remove user button present in the last column of the group list.

Step 7: Selective user can be removed after clicking the Remove user button from the list. Below screenshot displays the confirmation message at the left of the screen after the removal of user (Shyam Rane) from the group.

Jira Admin Guide screen10

 

Application access:

This link is present just below the Groups link on the site administration page. Click on this link, it will display the below screen as shown below. We can grant or revoke the user’s access to the application in your service using this feature of JIRA. You just need to click on the Revoke or Grant button present in the list column of the users list to revoke or grant the application access to the user.

Jira Admin Guide screen12

Sign up option: This option is present on the site administration page just below the Application access link. When you will click on this link, site administration page will be visible as shown in the below screenshot. Here, when you check the checkbox turn on self-sign up, it will allow user to sign up on their own without administration action. Also if you want to notify the administration on every new sign up then you need to check another checkbox present on this page and then click on the save button to commit these changes.

Jira Admin Guide screen13

Password policy: This option is present on the site administration page just below Sign up options link. When you will click on this link, below page will be visible as shown in the below screenshot. This feature of JIRA site administration allows to set up the password policies such as time after which password should expire, permitting password re-use, etc. Here we all reset all passwords when required after using the Reset all passwords option on this page.

Jira Admin Guide screen14

Last option is of google apps which will enable user to connect to Atlassian Cloud site and manage users.

1 comment to JIRA Agile User’s and Administrator’s Guide

  • Sandeep

    If you can put some real time scenario, that would really helpful for those who have not work & its would be easy while explaining in Interview.

    Please put something for Interview prospective.

    Thanks in advance.

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