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  1. ONE
  2. ONE-45226

(8.10) First entry on App for JiraAdmin / Business Users (about you, field mapping, security)

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    • Onboarding checklist - Jira Admin/Business User
    • LEGO
    • BigPicture, BigGantt
    • JIRA server, JIRA cloud
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    • No
    • Killer feature

    Description

      Screens for Jira Admins:
      Hypothesis 1: Business User are confused when entering BigPicture if e.g. field mapping is not set properly and might drop out from Trial. So the main and very important job of JiraAdmin is to make sure that BigPicture / BigGantt is well synchronized with Jira. This way business Users will be fully enabled to use the App to its maximum.
      Hypothesis 2: It is difficult for first JiraAdmin after installation to find the right settings to give users permissions to access the App (global permissions + Box permissions needed). Creating simplified path for JiraAdmin/AppAdmin will allow business users to get access to the App faster and start App evaluation.

      Screens for business users and JiraAdmin:
      BigPicture tries to get to know all Users better by asking several questions. This will allow supporting most common needs, creating onboarding paths and new features in the future.

       

      Before change:

      First JiraAdmin entering the App after installation had no dedicated path. All users were not asked intro questions when entering the App for the first time.

       

      After change:

      When entering BigPicture/BigGantt a User can see a simple list with steps:

      1. FRESH APP INSTALLATION

      First Jira Admin (new User)

      1. "Welcome" screen and intro why the following steps are important
      2. Screening question for JiraAdmins
      3. About you (shown if JiraAdmin is planning to use the App in the future - step2)
      4. Field mapping (correct field mapping for business users)
      5. Security (give access to first business Users)

      Next Jira Admins (new User):

      1. "Welcome" screen
      2. Screening question for JiraAdmins
      3. About you (shown if JiraAdmin is planning to use the App in the future - step2)
      4. Security (give access to first business Users)

      AppAdmin (new User):

      1. "Welcome" screen
      2. About you
      3. Security (give access to first business Users)

      AppUser / ResourceAdmin (new User):

      1. "Welcome" screen
      2. About you

       

       

      2. NOT FRESH APP INSTALLATION (Instance updated after release of 8.9)
      NEW USERS:
      ALL Jira Admins (new User):

      1. "Welcome" screen
      2. Screening question for JiraAdmins
      3. About you (shown if JiraAdmin is planning to use the App in the future - step2)

      AppAdmin (new User):

      1. "Welcome" screen
      2. About you

      AppUser / ResourceAdmin (new User):

      1. "Welcome" screen
      2. About you

       

      OLD USERS
      ( all old Users can skip the Onboarding pages through "Remind me later" functionality)

      ALL Jira Admins (old User):

      1. Screening question for JiraAdmins
      2. About you (shown if JiraAdmin is planning to use the App in the future - step2)

      AppUser / ResourceAdmin / AppAdmin (old User):

      1. About you

       

       

      (assumption: this is an MVP of steps for Jira Admin, the order of steps and fields might change in the future, field mapping fields might be excluded/separated into many smaller sections. Risk mapping and dependency mapping is postponed and is not included in this checklist for now, as it seems too complex.)

      in App entry the screens are visible straight away, after going through them User can use the wizard for creating matching box.

      to check - if a User tries entering the App without permissions to BigPicture (no global role like AppUser/AppAdmin/AppResourceAdmin) the User will see splashscreen explaining that permissions are missing (these are already existing splashcreens). That works as expected.

      All pages of the App like Home Box, other Boxes, My profile, Administration are NOT accessible before the onboarding pages have been done by a User. The only Exception is AppConfiguration page (in AppConfig>Advanced there is access to toggle that turns off onboarding pages for all users - as a safety measure that will be removed after couple of releases) - this page is crucial for JiraAdmins and should not be inaccessible in case of some bugs.

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              marta.kucharska Marta Pastor (Kucharska)
              marta.kucharska Marta Pastor (Kucharska)
              anna.cieplota Anna Ciepłota , jerzy.sekula Jerzy Sekula , justyna.slusarz Justyna Ślusarz , agnieszka.goszczynska Agnieszka Goszczyńska , piotr.duzniak Piotr Duźniak , kamil.galek Kamil Gałek , pawel.smolinski Paweł Smoliński , rafal.leoniak Rafał Leoniak (Inactive) , mateusz.wyzinski Mateusz Wyzinski , karol.szymanski Karol Szymański (Inactive) , dmytro.chernenko Dmytro Chernenko , system.gerrit Gerrit , marta.kucharska Marta Pastor (Kucharska)
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                Created:
                Updated: