Users: Create, Edit, Delete

ActivityTimeline administrator can configure and manage users that have access to ActivityTimeline. 

Open

Jira Users list 

In order to view or manage the users, follow the steps:

1. Click Configuration icon on the toolbar

2. Switch to Users tab.
   → Jira Users page opens.

In Users page admin can change Default Person Involvement (default value = 8 hours). Once the new value is set and the changes are saved, workload indicator on the dashboard will be updated.

Open

Create Non-Jira User

In order to add non-Jira user press Create User button:

In the opened Create Person page specify username, full name, email, position, skills, and role. Decide if the user will be enabled and press Create:

Create / Edit User

In Create / Edit Person dialog ActivityTimeline administrator can specify a set of User characteristics and configuration options:

1.Enabled or Disabled

1. if the user is enabled or disabled:
   
   

2. Username and Password

• This is available for administrator user only. The regular user will not be able to change the username and password. 

• Once username and password are changed for a user and the changes are saved, the system will automatically update the password if a user logs into the ActivityTimeline.

  • Old passwords and new passwords updated in Jira are sent at a time when a user logs into ActivityTimeline. The source is checked and updated automatically, and hence the user does not need to do the same thing in two systems.
    
    

3. Full Name and Email

• User full name and email address are inherited from Jira, but can also be changed by ActivityTimeline administrator in Edit Person dialog.

4. User Positions

• Admin can change a position of a user that he/she is going to hold by selecting it from the drop-down list 

  • New positions can be added or the existing positions modified in Positions page

    • More about skills and levels read in Positions page

If a manager has a team of developers, QAs, product owner, scrum master, project manager etc., he/she will have to first add them to the positions list. 

To create a new position specify a Position Title (Description is optional). Or create new position previously on Positions page.

5. User Skills

• Admin can add new skills or change the set of skills for a specific user

  • to add a new skill from existing list of skills, start typing in a Skills blank field and select the available skill from the menu

  • to create a new skill, type it in a Skills blank field and hit Enter

  • click on a skill to select knowledge level 

    • More about skills and levels read in Skills page

6. Approved Vacation Days Limit

• Admin can set approved vacation days limit for every user individually. Amount of allowed approved vacation days per the calendar year for this person.

  • Default setting can be customized in Vacation Management (Legacy Edition) tab

7. Person Involvement

Standard Involvement                                                                                                                                            

• default value for all users = 8 hours                                                                                                                                                  

• Admin can modify the default involvement based on a contract 

  • this is especially useful for part-time workers whose involvement might be 4 hours/day or even less

• The person will be grayed out meaning he/she is a part-time worker or he/she works more than default involvement     

• For larger involvements (>12h) select Custom from the dropdown and enter your custom value:                                                                                                          

Different Involvement per day

• Admin can set involvement per day based on a contract

  • the number of working hours per day and  non-working days can be selected independently of any default values:

Roles

• Admin can define or change user roles in Edit Person page

  • More about available user roles read in User Roles page

Bulk Users Edit

There is also a possibility to do a Bulk Mode update: change a bunch of configuration options and properties for a set of users all at once.

To bulk update multiple users follow the steps:

1. Click Bulk Mode link to reveal Bulk edit mode dialog

2. Select the users you would like to be updated in the users table

3. Specify the desired action:

   1. Remove selected users from ActivityTimeline but keep in Jira

   2. Change access to the dashboard of selected users

      1. check to enable access

      2. uncheck to disable access

   3. Change involvement of selected users

   4. Add/remove roles of selected users

4. When ready, press Bulk mode button

5.  

    

Delete User

In order to remove the user from ActivityTimeline follow the steps:

1. Go to Configuration → Users tab → Users page → Edit user.

2. In Edit Person page press Delete from ActivityTimeline button.

→ The user will no longer appear in ActivityTimeline users list and on Dashboard timelines.

View User's Team

To view in which Team user is, click on number in Teams column. On Team page you will find the list of teams that user belongs to. 

Refresh Users from Jira

The system allows to refresh users from Jira, Jira Groups and Tempo Teams.

To refresh the list of ActivityTimeline users click on "Refresh Users" button. The system redirects you to Refresh Users page.
Positions of users will be loaded from Tempo Timesheets as well (if the position is specified).

To read more go to Refresh Users page.

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