Start Here - Guide by Role

Find the right starting point based on your role. Each path takes you to the pages most relevant to what you need to do.

Jira Administrator

You install, configure, and maintain Pulse AI for your organisation. You are the primary audience for this guide.

Start with:

1. Installation & Setup - install the app and complete OAuth
2. First Launch & OAuth Authorization - connect to your Atlassian site and run the first scan
3. Understanding the Layout - learn the navigation, top bar, and FAB

Then explore:

• Dashboard Overview - understand the overall Pulse Score and pillar cards
• Governance → Users - audit dormant and over-permissioned accounts
• Workflows - find orphaned and dead-end workflows
• Custom Fields - identify unused fields adding API overhead

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Jira Project Leads

You track project health, backlog quality, and delivery across one or more projects.

Start with:

1. Dashboard Overview - see the overall Pulse Score and top findings
2. Projects - review per-project Pulse Scores, stale backlogs, and lead coverage
3. Sprints & Delivery Overview - monitor active sprint health and carryover trends

Then explore:

• Issue Integrity - find unassigned issues, resolution mismatches, and orphaned subtasks
• Sprint Risk Thresholds - understand On Track / Tight / At Risk / Overcommitted bands
• Pulse AI Assistant - ask questions about your scan data in plain language

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Engineering Managers & Scrum Masters

You need sprint delivery intelligence, blockers, and carryover data across all boards.

Start with:

1. Sprints & Delivery Overview - active sprints, at-risk flags, blockers, carryover rate
2. Sprint Risk Thresholds - risk bands and recommended actions
3. Projects - per-project activity, stale backlog, and lead flags

Then explore:

• Issue Integrity - unestimated sprint issues and scope creep indicators
• AI Prompt Playbook - sprint intelligence prompts for the Pulse AI Assistant

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IT / Security Teams

You need access hygiene, permission risk, and configuration governance reports.

Start with:

1. Users - dormant accounts, inactive admins, overpermissioned users
2. Permissions - orphaned and misconfigured permission schemes
3. Groups - empty and unreferenced groups

Then explore:

• All Schemes → Work Item Security - security schemes with no levels defined
• Workflows - dead-end statuses and orphaned workflows
• How to: Run a Governance Audit - full walkthrough

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Executive Stakeholders

You need the high-level Jira health summary and top risks without drilling into configuration details.

Start with:

1. Dashboard Overview - Pulse Score, five pillar cards, and top findings
2. Pulse Score & Pillar Cards - understand what each pillar measures and its 20% weight
3. Top Findings Table - the highest-severity issues detected

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Business Analysts & PMO

You need project data quality, sprint analytics, and backlog risk indicators.

Start with:

1. Projects - per-project Pulse Scores and stale backlog flags
2. Sprints & Delivery Overview - carryover rates, blockers, and board velocity
3. Data Accuracy - mandatory field completion and resolution–status alignment

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Consultants

You are onboarding or assessing a client Jira instance. Use the full guide plus reference sections.

Start with:

1. What is Pulse AI for Jira? - overview to share with client stakeholders
2. Dashboard Overview - present the overall Pulse Score to the client
3. How to: Run a Governance Audit - structured audit walkthrough

Reference sections:

• Pulse Score Reference - grade bands, pillar deductions, stale thresholds
• Glossary - terminology for client communication
• Permissions Reference - required permissions per action

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Any User - First Time

Never used Pulse AI before?

1. Read What is Pulse AI for Jira? - 2-minute overview
2. Follow First Launch & OAuth Authorization - connect and run your first scan
3. Use the Quick Reference Card - bookmark as a cheat sheet