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Is there any way to update/modify existing users role in Jira Align

Vijay Uskamalla April 19, 2022

Hi Team,

We have given access to couple users in Jira Align with specific roles, now we want to modify all/few of user roles in bulk. Is there any way to update the user roles in bulk?

appreciate any quick help.

Thanks,

-Vijay Uskamalla.

3 answers

1 vote
Sam Tsubota
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
April 19, 2022

Hi @Vijay Uskamalla , I think you want to either update the permissions for systems roles or you want to update the system role that users are assigned to in bulk. If you want to bulk update the permissions for specific systems roles at the same time in Jira Align there isn't the capability to do that. If you are looking to change the system role users are assigned in a bulk update, you can do that in the following steps:

  1. Navigate to People in Administration
  2. Click on More Actions -> Import User Records
  3. Download the Import Template
  4. Click on Back button in lower right
  5. Filter the user list on the People page using Apply Filters or Search field  to display the users you want to update the system role
  6. Click on More Actions -> Export and download the Excel export file of the user records to update
  7. Open the User Import Template in Excel (enable macros if prompted to allow editing)
  8. Open the User Export file in Excel and copy the values in the ID column and any column with an (*) in the header (denotes that it is a required field in the Jira Align UI) to the corresponding column in the User Import Template file that you opened.  When updating records through the Import function, ID numbers are required to be populated in the User Import Template. If ID numbers are not populated, new user records will be created.
  9. Update the value in the Role* column for each user to the new system role. Make sure the system role name matches what is in Jira Align and there are no trailing spaces.
  10. Save the User Import Template file. Make that you don't save the file to a different file format. The file format of the import template file is XML.
  11. Navigate back to More Actions -> Import User Records
  12. Click on the Browse button and select the User Import Template with the user records you are going to update.
  13. After the template is loaded, scroll through the Preview section below to make sure there are no validation error (highlighted in red). If there are error, fix the issues in the User Import Template and go back to step 12. 
  14. If there are no errors, click on the Import button 
  15. Validate the user records updated properly
0 votes
Heidi Hendry
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April 28, 2022

It's also possible to update Users in bulk using the APIv2 EndPoint
https://your-instance.jiraalign.com/rest/align/api/docs/index.html

Ref: 10X: API 2.0 – Jira Align

0 votes
Rae Gibbs
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
April 21, 2022

Another option is to just do the export, update the System Role for the users you want to change on the export file, save (make sure to keep it XML) and then use the export file to import again. As long as you are only making an update to existing users and not adding new users at the same time, you can use the export file and bypass the import file all together.

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