HOW TO SETUP MyAgileCopiloT
JIRA USER

MyAgileCopilot will be an additional member of your team, supporting your teamwork with project organization, analyzing product and team progression, and creating and refining new stories, epics, and more.

We strongly recommend creating a specific user account and setting it up in the Admin Page to grant autonomy to MyAgileCopilot. By doing that, you will be able to see all the activities of MyAgileCopilot and interact with it (e.g., mentioning, assigning a task, ...). As a result, MyAgileCopilot will respond accordingly.

From this point forward, we will use 'MyAgileCopilot User' to refer to the account that will be assigned to the MyAgileCopilot user.

In this page, we will explain how you can configure it step by step in your own Jira instance.

The typical way to create a new user is by inviting them to become a part of your Jira instance. To do so, you can follow these steps:

1. In the upper-right corner of the screen, click on 'Administration' > 'User Management'.

2. In the 'User Browser' that opens, select 'Invite Users' located in the upper-right corner of the screen.

3. Enter the email addresses of the users you want to invite. If you're adding multiple users, separate their email addresses with commas. In our case, you need to enter the email address of the MyAgileCopilot User at this point. Note: You cannot invite users by sending invitations to a distribution list.

4. If you choose to use the 'Add to Groups' option and you add the user to the 'site-admins' group, you can skip step 2 for that user. Roles of the admin group are required because MyAgileCopilot needs to configure some integration aspects like webhooks.

5. Click the 'Send' button to dispatch the invitations. Keep the following in mind:

   • Each invitation can only be used to create a user under the email address it was sent to and can be used only once.

   • Each invitation will expire seven days after it was sent.

   • Your user license count will not be affected until users accept the invitation and their accounts are successfully created.

6. Access to MyAgileCopilot User email and accept the invitation.

If you're planning to add users using other methods such as LDAP, automations or other system ... please refer to the official Jira documentation to learn how to manage it.

We strongly recommend providing the admin role to the MyAgileCopilot User, as this user needs to perform certain configuration tasks within your Jira to automate interactions with the AI engine. 

To grant someone the admin role access:

1. Go to admin.atlassian.com. If you have more than one organization, select the relevant one.

2. Choose 'Directory' > 'Users'.

3. Locate the user, then either select their avatar or click the button [...] with three points and choose 'Add User to Group'.

4. In the modal screen, select 'site-admins' to grant full access or 'jira-admins-<SITE-NAME>' to provide admin access to Jira only. If you opt for a user group such as 'jira-software-users-<SITE-NAME>' (not recommended), some functionalities of MyAgileCopilot will work properly, but there will be functional limitations.

5. Click 'Add Groups'.

6. Your MyAgileCopilot User should have [ORG ADMIN] tag

If you encounter any issues with the access of your MyAgileCopilot, we recommend referring to the official documentation for assistance.

You must login with MyAgileCopilot User and follow the next steps:

1. Log in to https://id.atlassian.com/manage-profile/security/api-tokens.

2. Click Create API token.

3. From the dialog that appears, enter a memorable and concise Label for your token and click Create.

4. Click Copy to clipboard, then paste the token to your script, or elsewhere to save. New API token that you can view and copy to clipboard. Warning to securely record the API token 

This final step is straightforward if you have completed the previous three steps. You only need to proceed with the following using a user that has an admin role:

1. Open the configuration page from the top menu 'Apps', then choose the option 'Manage your Apps'.

2. In the left-side menu, select 'MyAgileCopilot Configuration'.

3. Fill in the 'Jira User Email' with the email of your MyAgileCopilot User.

4. Fill in your 'Jira API Token' with the token you obtained in step '3. Token Generation'.

5. Click Save

Should you encounter any questions or concerns during the process, please don't hesitate to reach out to us.