First-Time Setup

This guide will walk you through the initial steps to configure User Management and License Optimizer after installation.

Step-by-Step Installation

1. Install User Management and License Optimizer: Navigate to your Jira marketplace and search for "User Management and License Optimizer." Click Try for free and follow the on-screen prompts to add the app to your instance.
   

   

2. Grant Permissions: Once installed, the app will request certain permissions to access user and group data. Review the permissions and click Grant Access to proceed.

3. After Installation: Navigate to the User Management and License Optimizer app and provide an organization admin API key.

4. Initial Synchronization: The app will begin its first synchronization to import user and group data from your connected sites. This process may take a few moments depending on the number of users.

Initial Configuration

After the initial sync, you will be taken to the User Management and License Optimizer dashboard.

1. Review Settings: Set the time when a User is considered as inactive.

2. Review the Dashboard: Take a moment to familiarize yourself with the dashboard. The dashboard provides an overview of user metrics and a comparison of sites.

3. Explore Features: You are now ready to start using User Management and License Optimizer. Use the top navigation to explore the User Browser, Automated Tasks, and Bulk Operations features.