Implementation

Use the following How To sections to help identify and define your program leadership team.

Provision a member

Background

The program leadership team has been identified, and those in the “core” team will be given user accounts in Jira Align

How to

This procedure will show you how to create a new user, make them a member of the program team, and assign them a team role on the program team.

Learn how to provision a member of the program team

From the Administration menu, navigate to the Roles page
1. In the Jira Align Roles section, select the “PMO” system role in the selection box
2. Click the “+” next to each subsection to review the page access and page permissions that have been toggled on for this default System Role, making updates where needed
3. Click the Save button
From the Administration menu, navigate to the People page
1. Click the Add User button in the upper right corner and enter the following information
  1. User Start Date - leave blank (unless account should not be made active until a future date)
  2. User End Date - leave blank (unless account is temporary)
  3. User Type - Set to “Internal”
  4. External ID - Set to the corporate ID used for SSO (if SSO is enabled)
  5. First Name - First name of the member of the core program leadership team
  6. Last Name - Last name of the member of the core program leadership team
  7. Email - Username to log on (unless SSO is setup)
  8. Title - Users title in the company
  9. Role - Set to PMO
  10. Enterprise Hierarchy - High-level organizational structure the user reports or belongs into
  11. Region - only needed for time tracking add-on, but is a mandatory field and must be set
  12. City - only needed for time tracking add-on, but is a mandatory field and must be set
  13. Cost Center - Uses for time tracking add-on and financial rollups (if using cost center rollup), set to “Generic”
  14. Timezone - set to the user’s local timezone
  15. Notes - optional
2. Click the Save button (but not Save and Close)
3. From the Teams tab on the new user, click on “Select Team(s)” in the Add to Team(s) field
  1. Scroll down to the Program Team section, and click on <this program>
  2. Confirm that a check appears next to program
  3. Click outside the dropdown list and confirm that the program team now appears in the Assigned to Teams list for the user
  4. Click the Save and Close button
From the Administration menu, navigate to the Programs page
1. Open the leader’s program and click on the Members tab
2. Confirm that the new user appears as a member of the program team
3. If appropriate, specify the Team Role next to their name to one of the following
  1. “Release Train Engineer” - use this to designate the team-of-teams coordinator/facilitator
  2. “Stakeholder” - use this to designate members of the program leadership team that will mostly be viewing data, but not updating data
  3. “Team of Teams” - use this to designate the members of the program leadership team that will be managing the data in Jira Align (i.e. everyday users)
4. Click the Save and Close button
From the User Menu menu in the upper left corner, select Impersonate (Admins only)
1. From the panel on the right, select one of the members of the program leadership team
2. Click the Impersonate button (Note: now you are logged in as the user, in their system role)
3. Confirm that the user has the expected access and permissions
4. From the User Menu in the left menu, click Log Out to stop impersonation

Output and next steps

Confirm that the new user receives an email invitation to log in for the first time and change their password

References

Capture team roles

Background

The team wants to facilitate a meeting where they lock down the roles and responsibilities across the program leadership team.

How to

This procedure will help you prepare for a meeting in which you decide on the team roles and responsibilities and capture them in Confluence.

Learn how to capture team roles and responsibilities

In Confluence, access the space for the program
1. Click the Create button in the top row
2. In the right margin, type “role” in the search box and select the Roles and Responsibilities template
  1. Replace “Page Title” with “Roles and Responsibilities”
3. Click the Publish button
In Jira Align, as an Administrator, navigate to the Administration page
1. From the Administration Setup submenu, navigate to the Programs page
  1. Open the program and click on the Members tab
  2. Confirm that the new user appears as a member of the program team
  3. If appropriate, specify the Team Role next to their name to one of the following (Note: this is just informational and does not drive behavioral differences in Jira Align):
    1. Team of Teams
    2. Stakeholder
    3. Release Train Engineer
  4. Click the Save and Close button