Add users


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In Jira Align, you can add users, assign them roles, and add them to the teams.

To add a user:

  1. If you’re using the new navigation, select the Settings gear Gear in the top navigation bar. If you’re using the old navigation, select Administration in the left Nav menu.
  2. On the left side of the page, select People in the Access Controls section.
  3. Select the Add User button.
  4. Complete the required fields and optional fields if needed.
    • User Start and End Dates are used to schedule when a user can have access to Jira Align so you can create a user account in advance, but the account cannot be used until the start date. Access will be granted at midnight (12 A.M.) of the selected date. The start date can be set up to 30 days in the past. You can also set the last day the user can have access to Jira Align and have the account closed on that day automatically. The account is closed at 11:59 P.M. of the selected date, which can be today, one day before today, or any day in the future. If you do not enter a start date when creating the account, the date will automatically be filled with the date the record is created. If you do not enter an end date, the date will automatically be filled with the date the record is deaсtivated. If the user is automatically deactivated, the end date is set for the day of deactivation.
    • User Type defines the user as External (can only submit ideas and enhancements) or Internal (fully functioning role-based users).
    • External ID is used for SSO authentication. You can set and manually make changes to a user's External ID as necessary.
    • Employee ID is used to tie the employee’s ID to other data if your company exports data to other systems. This field is alpha-numeric and supports special characters. This field is available only if you turn it on under in user record settings.
    • For the role definitions, see the Roles section.
    • Enterprise Hierarchy allows you to tie users to the location in the enterprise hierarchy they are associated with.
    • Company and Company ID options can be tied to your internal corporate systems and external data marts. These fields are available only if you turn them on in user record settings.
    • If you do not see the appropriate region, you can add regions on the regions page.
    • If a city is not tied to a region, it shows under any region selected. You can add cities on the cities page.
    • To create cost centers, go to the cost centers page, and then click Add Cost Center on the toolbar.
    • Idea Access (appears on Save) allows you to secure Idea Groups by user ID.

     4. Click Save.

5. Open the Teams tab. Here, you can add the user to teams. Under Assigned to Teams, you can view all teams the user is a member of.

6. Click Save & Close.

 

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