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  1. The field in the Search section allows to search user database. The search is carried out according to any value visible in the table.

  2. Fields with filters in the Advanced filters section allow to narrow down the list of users accordingly to the selected filter. Filtering by multiple fields simultaneously po kilku polach jednocześnie powoduje zsumowanie filtrowanych wartościat the same time results in a sum of the filtered values.

  3. The buttons in Advanced filters section allow to activate filters:

    • Show users with no organization

    • Show users with no job title

    • Show users with no managers

    • Inactive users

    • Active users

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  1. The Clear all filters button clears all previous filters and displays the entire user list.

  2. The Export button allows for export of the user list with their properties to CSV, XLS, or PDF files. The user table contains data about the user's assignment to the organization, their assigned properties, and whether the user is active in the Jira system.

  3. The Action menu allows operations on a given user, including:

    • Edit Users Propertiesusers properties - here, we can assign a new property to the user, edit property values, or delete user properties.

    • Edit User Organization Profileuser organization profile - here, we can assign the user to a previously created organization level, edit their organizational membership, or remove the user from the organization.

    • Show Organization Schemein organization chart - selecting this option results in displaying a graphical organizational chart to the user.

    • Remove from organizations - allows for removal from all organizations with a single button. This option is not available if the user is inactive.

Assigning user properties

To assign user properies created through https://coigsa.atlassian.net/wiki/spaces/UPOS/pages/983057/User+properties#Tworzenieproperties#Creating-a-nowejnew-w%C5%82a%C5%9Bciwo%C5%9Bciproperty select Edit User Properties user properties option from the Action Actions menu

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followed by Assign user property

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After selecting a property from the list and entering its value, select the Submit Save button for the property to be added to the user:

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To create user organizational profile, select Edit User Organization Profile user organization profile option from the Action Actions menu

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Then, select Add user to the organization button

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Select previously created Organization (1), complete employee job position title (2), select the level of organization the employee belongs to (3) and optionally, complete the remaining profile data (4).

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To remove user from the organization charts, select “Remove from organizations” option from the Action Actions menu:image-20240812-093431.pngImage Removed

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Every week, the list of all users is automatically reviewed, and users who have been removed from Jira are also removed from the add-on's user list.