Overview

Now that your Excel Workbook is connected to your JIRA, you can go forward with Users and Groups Management :

  • by creating new Users and granting/revoking Project Roles and Groups memberships
  • and also by preparing more than one project ...

Manage Project Role Membership

From the ProjectUser sheet, you are able to process with following operations ...


How to process ...
Create User

Specify required attributes

  • The User Name (column User/Group Name)
  • The Display Name
  • The Email Address

Update User DetailsModify
  • The Display Name
  • The Email Address

Grant User or Group to Project RoleApply a cross (x) in corresponding cell
Revoke User or Group from Project RoleRemove the cross (x) from corresponding cell
Grant User or Group to Group Apply a cross (x) in corresponding cell
Revoke User or Group from Group Apply a dash (-) in corresponding cell

Manage additional Projects

In some case, you may to need to prepare the Access to Project Role and Groups for many projects ..

It is not required to duplicate the Excel Workbook, but you can  just duplicate the Sheet in the same Workbook. Excel will request to confirm the usage of same Name for Cell Range. You confirm it without risk. After you will have 2 distinct Sheet where you will be able to prepare Project Role and Groups for distinct projects ...


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