---
title: "Getting Started with User Management for Jira Cloud"
canonical: "https://www.techtime-initiative.com/space/UM/4948268/Getting%20Started%20with%20User%20Management%20for%20Jira%20Cloud"
format: markdown
---
User Management can be found by navigating to the ‘Apps’ menu in the left side panel in Jira. 

![image](media://18c5d07a-1eff-4fdf-b1e0-2ab396c19720)

At any time, if you would like assistance setting up User Management, you can contact our 24x7 support at support@techtime.co.nz.

## Configuring Sources

On the ‘Sources’ tab you can connect to several different sources for the users you want to manage. 

After you first install, there is a default built-in source for your Jira Cloud site. The built in source supports some user filtering and actions such as editing user groups and deleting the user from your site.  

![The built in Jira Cloud Source](media://63f13d34-f9af-421a-bf3d-9c48984e4ff1)

> ℹ️ To view reports, filter based on user activity, and perform the full range of supported actions you will also need to set up an Atlassian Organization source.

## Connecting an Atlassian Organization

Connecting to an Organization source enables you to manage users in your Atlassian Organization from within the User Management app.

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

![2.Connect to Source.png](media://5ed114e8-0457-45fd-b77e-1d3557787e98)

- **Source Name**: How it will be displayed in the app.
- **Connection Type**: Organization.
- **API Key**: Generate this from [admin.atlassian.com](https://admin.atlassian.com/) > Select Organization > Settings > API Key.
- **Select an “API Key without scopes”: **More info here: [Can I use an API Key with scopes?](https://techtime-website.atlassian.net/wiki/spaces/UM/pages/52953090)
- **Expiration Date**: API Keys are valid for the maximum of 1 year. Note the expiration for timely updates.

## Reports

Once you have connected to an Atlassian Organization you can navigate to the ‘Reports’ tab. 

The User Activity Report helps administrators quickly identify inactive or unmanaged users who may need review.

![4.User Activity Report (1).png](media://aeea4e1d-00b4-46d8-88f3-0cf87486d727)

The Licensed User Report shows billed users across different cloud sites in your organization. This report is used to understand where licensed users are consuming product access and to support license optimization.

![5.Licensed Users Report.png](media://91fec023-b374-430f-90da-565e3ca9b4ca)

## User Search and Bulk Actions

Navigate to the ‘User Search and Bulk Actions’ tab.

To search for users, ensure that you have selected correct source you want the dropdown menu. Use the provided filters and click the 'Filter' button to narrow down the list of users. [FAQ for supported filters](https://techtime-website.atlassian.net/wiki/spaces/UM/pages/4620496).

![6.User Search - Filters.png](media://10340a6c-c0cd-47ee-9b21-fcda7a673c31)

Check the checkbox next to the users you want to perform the action on, then click 'Confirm Selection'. 

![8.User Search - Result Selected to Action.png](media://ed924c40-607a-4cc8-900b-8731756147e1)

After confirming the users you wish to perform actions on, you can now select which action to perform. The available actions differ between Jira Cloud and Atlassian Organizations and can be found [here](https://techtime-website.atlassian.net/wiki/spaces/UM/pages/4620496).

![9.Available Bulk Actions.png](media://22ee467a-3ede-4d83-8893-59c8fbaff9e1)

Some actions have additional configuration required or additional confirmation screens on the action being performed before proceeding. The below example is for the ‘Remove application access groups’ option, which requires you to select the product. 

![10.Bulk Actions - Remove Product Access.png](media://60a19730-6951-434c-8ef3-699d95726ef0)

After confirming which groups to select or join and proceeding to the next screen, you'll be presented with a confirmation screen. Review the summary of the actions and click 'Confirm' to run the action.

![11.Bulk Action Confirm Overview.png](media://b054373f-e70f-4749-bf5f-77d6c731da61)

## Scheduled actions

Under the ‘Scheduled Actions’ tab, you can view all of your configured automated actions. This is your main page for reviewing, adding, and managing recurring User Management automations.

![Schedules Actions - Schemes List](media://5723b6a2-ace0-47f9-bdde-a8cf061eef85)

When creating a new automated scheme, You must first choose a name for the scheme, select a source for the scheme and schedule the times and intervals at which it will run. 

The ‘User Select’ step allows you to target specific users based on conditions such as never having logged in, inactivity over time, product-specific inactivity, product access, suspension status, deactivation status,O or email domain rules.

![image](media://03713923-d921-491f-9722-15795c6fb4d6)

The ‘Limit Results’ section allows you further include or exclude users by group, as well exclude specific users from being affected by your automated scheme. 

![14.Scheduled Actions - Limit Results.png](media://6da12584-5773-492a-a82d-7f262669ea50)

Once you have identified the users that you intend to target, you can configure the action you wish for the automation to perform.

![image](media://1e8dc1d6-a629-490d-bba9-167eeb754b10)

## Review Run Logs

Once a 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 the 'Run logs' tab. 

You can narrow down to find specific run logs using a variety of filters.

![16.Run Logs - List (1).png](media://06aed846-bd5f-4f2e-9063-92f5e3003c87)

View a run log see if each user action has succeeded, failed, or been skipped. If an action has failed, there is an additional 'details' button that will open a model to display more information on that action. 

![17.Run Logs - Actions Details .png](media://572cb97d-b5fa-44bf-88c4-09f5962c48aa)