Setup Overview:

Once User Management has been installed from the Atlassian marketplace you will be presented with the 'Getting Started' page, alternatively this page can be found by navigating to the "Apps" ('1' in the image below) menu within Confluence's header at the top of the page or on the left hand side Apps menu found via Settings → TechTime User Management ('2' in the image below)

User Management Steps Overview:

1. Connecting to a source
2. Configuring your search filter
3. Choosing which action to perform on your users
4. Reviewing the results within the run logs.

Connecting a Source

Connecting to a source enables you to manage users on your Atlassian Organisation from within the User Management app.

After pressing the Add Source button, you'll be shown a form

For an Atlassian Organisation:

• Source Name: How it will be displayed in the app.
• Connection Type: Organisation.
• API Key: Generate this from admin.atlassian.com > Select Organisation > Settings > API Key.
• Expiration Date: API Keys are valid for a year. Note the expiration for timely updates.

Bulk User Actions

After configuring a source you can now navigate to the Bulk User Actions Page on the left side panel (1) or by pressing the 'Bulk Action' button next to the source (2).

1. Ensure that you are on the source you have just configured by verifying the source in the top right hand side is highlighted, as shown in the screenshot below. If you came via the 'Bulk Action' button on Sources page then you will already be on the correct source.
2. Use the provided filters and click the 'Filter' button to narrow down the list of users. FAQ for supported filters.
3. Check the checkbox next to the users you want to perform the action on, then click 'Confirm Selection'.
4. To proceed to the select action screen, click 'Confirm Selection'.

Perform Action

After confirming the users you wish to perform actions on, you can now select which action to perform.

Verify the action to perform is correct and click 'Confirm'

After clicking 'Confirm' the action will run.

Run log review

Once the bulk user action has finished, the results can be reviewed within the 'Run logs' section. This can be found by either clicking 'View latest run log' button once the action has finished or by navigating to 'Run logs' within Confluence's App menu under User Management

1. Run log filters
   1. These filters allow you to filter your run logs based on the various action types.
2. View individual run logs
   1. From within the view run log screen you are able to view the results on the bulk user action to see if it has passed or failed. If an action has failed, there is an additional 'details' button that will open a model that displays more information on that action
3. Bulk delete run logs
4. Viewing an individual run log