In this brief article we will walk you through the simple steps you and your team will need to take in order to match Jira users & Forecast user accounts before syncing the Jira application to Forecast.
Main take aways
- Atlassian GDPR policy preference update.
- How does this factor into your Forecast account?
- Edit your Atlassian email settings
- Manually Sync Users
Atlassian GDPR Policy Preference Update
Atlassian has restricted their users e-mail visibility. In this update your Atlassian email is set to only be visible by you and admins.
As a result third party Apps that you integrate with, like Forecast, are unable to view/match users from your Jira account.
You can read more on this from the official announcement in the Atlassian Delovoper Community page.
How does this factor into your Forecast account?
When you sync a Jira project over to Forecast a few things happen:
- Milestones/Epics/Versions are transferred.
- Tasks, Issues, Bugs, Stories are transferred.
- Sprints are transferred
- Team members are transferred: this is the important part.
During the sync Forecast needs to match all of the outlined items above in order to establish the connection across both systems.
Since Atlassian now restricts the visibility of users email addresses; Forecast is unable to verify if the user in Jira already exists in Forecast when the projected is synced over.
This results in having duplicate users in your Forecast account.
Edit your Atlassian e-mail settings
Avoiding this duplication issue is very easy. Before setting up your Jira integration in Forecast follow these simple steps.
Step 1: Log in to your Atlassian Account (not Jira)
Step 2: Click on Manage your account
Step 3: Go to Profile & Visibility
Step 4: Scroll to the bottom & set 'Who can view this email address' to Anyone.
By enabling that anyone can view your email, third party application installed to your Jira Cloud account will allow Forecast to match users across both systems - resulting in no duplicate users in Forecast.
NOTE: This needs to be done by every Jira user in your team.
Manually Syncing Users
After you have followed the aforementioned steps, you may also, as an Admin in Forecast, manually link a Jira user to a Forecast user. This can happen by following the steps below.
Caution: It is imperative that everyone who wishes to link their Jira profile with their Forecast profile have changed their email status in Atlassian to "Anyone". If the email is not visible by 3rd party Apps (like Forecast) then the email will not appear in your Forecast account.
Step 1: Navigate to the users profile in Forecast. To do so go to the Admin panel (requires Admin level permission) and then click on the People tab.
Step 2: Now that you are in the users profile, navigate to the very bottom of the page and click on the dropdown named "Link this Forecast user to a Jira user profile".
In addition you may also use, from the Admin panel again, the " Import Jira Users" function that can be found on the upper right hand side of the screen. However, importing Jira users via this function will create new virtual users in your account!
Now you are good to go to set up your Jira Cloud Integration
If you have any additional questions concerning the Jira integration, check out our Jira and Forecast: FAQ, or contact us for more information.