Channels and Users from Account Dashboard

Users who have access to administer the account can add the bot to channels as well as invite users to authorize with the bot.

Channel List

  1. Go to account.nextup.ai
  2. From the left navigation select "Channels & Users"
  3. On the "Channels" tab you will see a list of the connected channels. You can search for a specific channel using the search bar. You will also see information about the channel:
    1. Number of participants in the channel
    2. If notifications by the bot are enabled
    3. If a custom Jira webhook has been created by the bot for the channel
    4. If Quick Create has been configured for the channel
  4. If channel permissions have been configured for that channel you can clear these permissions by clicking "Clear" under the "Clear Security" column.

Add to Channel from List View

  1. Go to account.nextup.ai
  2. From the left navigation select "Channels & Users"
  3. On the "Channels" tab you will see a list of the connected channels. You can add the bot to a channel by selecting "Add to Channel".
  4. Use the dropdown to select a channel, or search by channel name.
    1. NOTE: you can add multiple channels to add the bot in bulk
  5. Click "Submit" to add the bot to the channel.

User List

  1. Go to account.nextup.ai
  2. From the left navigation select "Channels & Users"
  3. On the "Connected users" tab you will see a list of the users who have connected their Slack and Jira accounts.
  4. If you would like to remove the bot connection you can click "Remove connection".

Invite User from List View

  1. Go to account.nextup.ai
  2. From the left navigation select "Channels & Users"
  3. On the "Connected users" tab click "Invite User" to send that user a prompt within Slack to start the process of connecting their Slack and Jira account.

How did we do?

Channel Access Permissions

Configure Jira Create Fields in Slack

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