User & Role Management

Teams

Teams are named groups of Jira users that the app uses for capacity planning, time tracking filters, and portfolio grouping.

Creating a Team

1. Open the app → Time Tracking or Capacity Planner module

2. Click Teams in the sidebar

3. Click Create Team

4. Fill in the form:

   Field	Required	Description
   Team Name	Yes	Display name (e.g., "Platform Team")
   Description	No	Brief description of the team's purpose
   Color	No	Color tag for visual identification
   Source	Yes	Manual (add members individually) or Jira Group (sync from group)
   Members	Yes	Add by user search or Jira Group selection

5. Click Save

Source: Manual vs. Jira Group

Use Jira Group if team membership is already managed in Jira user management.

Managing Teams

• View all teams in the filterable Teams list
• Edit: click the team name → Edit → modify → Save
• Delete: click the team name → Delete → confirm
  • Deleting a team does not affect Jira users or groups

Using Teams Across Modules

• Capacity Planner: Group By → Team
• Capacity Report: Filter by Team
• Time Tracking Report: Filter or Group by Team
• Analytics Dashboard: Team definitions affect team-level capacity views

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Programs

Programs group multiple Teams into higher-level organizational structures.

Creating a Program

1. Teams → Programs tab
2. Click Create Program
3. Enter Program Name and select Teams → Save

Hierarchy

Programs create a three-level hierarchy: Program → Team → Members

This hierarchy appears in the Capacity Planner group-by options - select Program → Team → User to see capacity aggregated from top down.

Tips

• One program per department or program increment
• A team can belong to only one program at a time
• Programs are most valuable in the Capacity Planner for leadership capacity rollups

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RBAC - Assigning the Member Role

How to Assign

1. Open the app → click Settings → RBAC tab → User Roles
2. Find the user by name or email in the search bar
3. Click the Edit (pencil) icon next to the user's name
4. Check the Member checkbox
5. Click Save - takes effect immediately, no logout required

How to Remove the Member Role

1. Follow steps 1–3 above
2. Uncheck the Member checkbox
3. Click Save

The user returns to read-only state. Existing time entries are not deleted.

Making Someone a Global Admin

Cannot be done from within the app. Requires Jira site admin access:

1. Go to Jira Settings → User Management → Groups
2. Add the user to the Jira administrator group (site-admins or jira-administrators)
3. The user is automatically recognized as Global Admin in the app on next access