User Management and License Optimizer for Jira and ConfluenceUser Management and License Optimizer for Jira and Confluence

Quick Start Guide

Complete these four tasks to learn the core features of User Management.

Prerequisites

Before you begin, make sure you have completed the initial setup:

  • Complete the First-Time Setup steps, including installing the app on your largest Jira site.

  • Confirm that your Organization API key is configured and active in the app Settings.

  • Verify that the initial user sync has completed. Check the sync status indicator in the User Browser.

Task 1: Review the Dashboard

The Dashboard gives you an overview of your organization's user distribution across Atlassian products.

  1. Open User Management from the Jira sidebar or Apps menu.

  2. On the Dashboard, review the product tiles. Each tile shows the number of active users, inactive users, and total users for that product.

  3. If your organization has multiple sites, use the site selector at the top to switch between All Sites and individual sites.

  4. Click any product tile to go directly to the User Browser, pre-filtered for that product.

Task 2: Search and Filter Users

The User Browser is the central interface for finding users. Use Searching and Filtering to narrow results.

  1. Click User Browser in the sidebar.

  2. Type a name or email in the search bar to find specific users.

  3. Apply filters to refine results. For example, set Inactive for to 14 days to find users who have not logged in recently.

  4. Combine multiple filters: select an app under Atlassian Apps, then set an inactivity period to find inactive users of that specific product.

  5. Click Save Filter to save this combination for later use in Bulk Operations or Automated Tasks.

Task 3: Run a Bulk Operation

Performing Bulk Operations let you act on multiple users at once. This example adds selected users to a group.

  1. In the User Browser, select the users you want to modify. Use the individual checkboxes, or click the header checkbox to select the current page.

  2. Click Bulk Operations to open the actions panel.

  3. Select Add to Groups, then search for and choose the target group.

  4. Click Execute to start the operation. A progress bar shows the current status.

  5. When the operation completes, review the results table. You can download the full results as JSON for auditing.

Tip

Test bulk operations on a small group of users first. For best practices and advanced scenarios, see Best Practices & Scenarios.

Task 4: Create an Automated Task

Creating Automated Tasks run bulk operations on a schedule based on saved filters.

  1. Click Automated Tasks in the sidebar.

  2. Click Create Task.

  3. Enter a Task Name to identify the task.

  4. Select a saved filter from the dropdown. This determines which users the task will act on.

  5. Set the schedule: Manually (on-demand), Weekly (select days and time), or Interval (every X days, weeks, or months).

  6. Choose one or more actions (for example, Remove App Access or Suspend User). Actions execute in the order you select the checkboxes. For example, selecting Remove from Groups first and then Suspend User ensures group removal happens before the account is suspended.

  7. Click Apply to save. A status notification confirms that the task was created.

Organization Admin Protection

Organization Admins are automatically excluded from all bulk operations and automated tasks. This prevents accidental administrative lockouts.

Next Steps

Now that you have completed the quick start, explore these areas for more detail: