Efficiently Granting Jira Access- A Step-by-Step Guide for User Onboarding

by liuqiyue

How to Provide Jira Access to User

In today’s fast-paced digital world, Jira has become an indispensable tool for project management, especially in agile teams. It helps streamline workflows, track progress, and facilitate collaboration. However, before users can start leveraging Jira’s features, they need to be granted access. This article will guide you through the process of providing Jira access to users, ensuring a smooth transition for your team.

Step 1: Log in to Jira Administration

To begin the process, you need to have administrative privileges in Jira. Log in to your Jira instance using your admin credentials. Once logged in, navigate to the “Admin” dashboard.

Step 2: Access the User Management Section

On the admin dashboard, locate the “Users” section. Click on it to access the user management page. Here, you can view and manage all the users in your Jira instance.

Step 3: Add a New User

To provide access to a new user, click on the “Add User” button. You will be prompted to enter the user’s email address, full name, and password. You can also customize their account by setting their user type, time zone, and default project.

Step 4: Invite the User to Jira

After adding the user, you need to invite them to Jira. To do this, navigate to the “Email” field and enter the user’s email address. You can also add a custom message to the invitation email, if desired. Click “Send Invite” to send the invitation.

Step 5: User Activation

The user will receive an email with a link to activate their Jira account. They need to click on the link to set their password and activate their account. Once activated, the user will have access to Jira.

Step 6: Assign Projects to the User

To ensure the user can view and work on specific projects, you need to assign them to those projects. Navigate to the “Projects” section in the admin dashboard, then click on the project you want to assign. In the project settings, go to the “Members” tab and add the user to the project.

Step 7: Confirm User Access

After completing the above steps, the user should now have access to Jira. To confirm, ask the user to log in and verify that they can see the assigned projects and perform the necessary actions.

Conclusion

Providing Jira access to users is a straightforward process that ensures your team can start leveraging the tool’s capabilities. By following the steps outlined in this article, you can efficiently grant access to new users and maintain a well-organized Jira environment.

You may also like