Mapping Helix Plan users to Jira users

This topic explains how to integrate Helix Plan with Jira Server. Atlassian is deprecating Jira Server, which means that the Jira Server integration will reach end-of-life soon. If you use Jira Cloud or Data Center, see the Jira integration documentation.

The integration automatically matches Jira users to the corresponding Helix Plan users based on username and email address. This helps ensure that user-related information such as reported, assignee, comment, and more are synced correctly.

You can review the matches and make changes if needed.

Before you can map users, make sure the Helix Plan user is in the user group created for the Jira integration. This is the group set in the Jira group used for user synchronization field in the Jira settings category in the Project Integration Settings dialog box (e.g., hansoft-plugin-users).

1. In Helix Plan, click Admin and then click Users.

2. Select a user and click Edit.

The Edit user dialog box opens.

3. Select the Jira category. This category is only available after the integration is installed.

4. Select Enable Jira on user to allow mapping between the Helix Plan and Jira users.

5. Select a mapping for each Jira server.

6. Click OK to save the changes.