First steps

Ā 

image-20240620-065742.png


Deployment of a new add-on in Jira typically requires initial data input. To meet user needs and increase simplicitation of the process certain facilitation mechanisms have been developed.

To start working with the add-on, we suggest taking the following steps:

  1. Install the add-on, as described in chapter "Installing the Add-on" Installing the Add-on

  2. Assign appropriate permissions in accordance with the organization's rules, as described in chapter "Permissions" Permissions
    Important!!! Before starting to use the add-on, the Jira administrator must grant themselves permissions to view data within the add-on.

  3. Create organization and organizational levels, and assign individuals responsible for each level, as described in chapter "Organizations Organizations structure | Creating a new organization

  4. Create global properties, visible to all users, as described in chapter "User propertiesā€ User Properties | Creating a new property

  5. Create private properties, visible only to selected users, as described in chapter "User propertiesā€ User Properties | Creating a new property

  6. Export the list of users and organizations to a CSV file Import & export

  7. Complete the list of users by assigning the appropriate organizational levels in a CSV file

  8. Import users with organizations from a CSV file

  9. Export the list of users with properties to a CSV file

  10. Complete the values for user properties in a CSV file

  11. Import users with properties from a CSV file

  12. Configure options to display data on Jira tasks User Properties

Ā