4.1 Team Configuration

1. Permission Required

  • Ordinary users: can only view their own team

  • Users who have checked the View Team Worklog in the team: can only view their own team

  • Users who have checked the Management team in the team: can view, edit, and delete their own team

  • Team administrators set in [Permissions]: can view, edit, delete all teams, can create and copy teams

  • Users who can view the specified team worklog set in [Permissions]: can view their own team and the specified team

2. Function

2.1 Team Query

Ordinary user view

Team administrator view

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View team details

2.2 Add a team

Name: required

Team leader: The current user is selected by default and can be modified. The team leader has all the permissions of the current team

Project: select at least one project

Member: You can select user or user group, can be empty

  • If you check the member's View team worklog, then the member can view all the plan and log data under the team. Note that even if the member is just a normal user under a certain project of the team, he can also view all the teams under the project Members' plans and logs

  • If you check the Management team behind the member, then the member will have the editing and deleting permissions of the team

Description: Can be empty

Active: checked by default

2.3 Edit a team

Similar to adding interface, no more details

2.4 Copy a team

Similar to the add interface, but the prefix "Copy -" will be displayed in the input box of the team name

2.5 Delete a team

Click the delete button. After deletion, existing team reports will synchronously remove this team.

2.6 Import teams and members

  • Import Teams

It is possible to add teams in bulk by importing teams, and currently supports importing Excel and CSV files. For the first import, please download the template and fill in the required content before importing.

Import instructions:

  • Team name and team leader are required;

  • The team leader must be an already registered user in Jira;

  • For existing team names, they will not be imported repeatedly;

  • Importing team projects defaults to all projects;

  • When there is incorrect data, it does not affect the continued import of other correct data;

  • Import Members

It is possible to add team members in bulk by importing members, and currently supports importing Excel and CSV files. For the first import, please download the template and fill in the required content before importing.

Import instructions:

  • Members must be imported for an existing team. If the team does not exist, it will be ignored;

  • The imported members must be already registered users in Jira;

  • A user can belong to multiple teams, please separate multiple teams with commas;

  • When there is incorrect data, it does not affect the continued import of other correct data;