Bulk User Management for Crowd

In this comprehensive guide, we'll walk you through the simple steps to configure Bulk User Management with Crowd. By the end of this guide, you'll gain the ability to perform bulk activations, deletions, and automatic identification of inactive users based on their last login time.

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Video Setup Guide

Pre-requisites

To configure Bulk User Management for Crowd, you need the following items:

• Crowd should be installed and configured.
• Admin credentials are set up in Crowd.
• Valid Crowd Server or Datacenter Licence.

Download and Installation

Advanced User Management

Advanced User Management provides you with a powerful user search functionality. You can effortlessly search for users based on various filters.

These filters are:

1. Groups
2. Directory
3. Status (Active, Inactive, All Users)
4. Last Login Date
5. Username
• Initiate your search and progressively refine it until you pinpoint the exact users you're looking for. Once identified, you can swiftly execute bulk actions on these users, ensuring a quick, efficient, and seamless process.

• Select the Users for bulk operation using the checkbox associated with them.
• Easily bulk edit users:- Activate, Deactivate or delete them - all in one easy go

• Easily move users into different user groups, remove them from one group, add them to another group.

Advance Group Management

• Advance Group Management section enables you to create and delete groups in large numbers.


 Import Groups

• Manual Entry:- In the Enter group names field, enter the group names manually. You can add multiple groups at a time by adding multiple group names separated by semicolons.
• Upload csv file:- Import the groups by uploading the CSV file with Groups names that contain Group names in it. You can also get the Sample CSV file format by clicking on the download link.


 Export Groups

• In the export groups section you can export the groups in .CSV file format by clicking on Export Groups in CSV button.


 Delete Groups

• Select the required groups that you want to delete from the Select groups dropdown. You can select multiple groups here.

Auto License Management

• Enabling the "Reactivate Users" toggle will automatically reactivate previously deactivated users upon their successful login in Crowd or connected Atlassian products.

• Auto User Management simplifies the management of your Atlassian license expenses by ensuring that you only pay for actively engaged users. This is achieved through automated processes that identify and take action on users based on their group memberships and the duration of their inactivity.

 Auto Deactivate User

• Automatically deactivates multiple users on a scheduled basis.
• You can set a custom time for the scheduler to run, whether it's hourly, daily, weekly, monthly, or at your specified time interval.
• Specify the number of days, e.g., 5, to automatically deactivate users who haven't logged in within that time frame.

• If you want to deactivate a never-logged-in user then enable the Deactivate Never Logged-In Users.
• Choose to send an email notification before deactivating a user.
• Ability to exclude members of specific groups from deactivation.
• Option to exclude specific members from deactivation.


 Remove Groups from Users

Automatically remove users from groups that grant application access if they remain inactive for the specified period. Users are removed from the group if they do not login to the application within the specified days of the defined inactivity period.

• Automatically remove groups from users on a scheduled basis.
• You can set a custom time for the scheduler to run, whether it's hourly, daily, weekly, monthly, or at your specified time interval.

• Select the groups to remove from users. Multiple groups can be set. The user will be removed from these groups. Keep empty to remove none.

• Utilize regular expressions to identify groups for removal.
• To check the output of the regex, click on the Test Regex button. Enter a value in the field provided. Click the Test button to apply the given regex to the entered value.


 Auto Deactivate User & Remove Groups from Users

• Automatically deactivates multiple users & removes groups from users on a scheduled basis.

• Exclude Users :- Selected users are exempted from deactivation and their group memberships remain unaffected, both during auto-deactivation and group removal processes.
• Exclude Groups:- Select Groups to exclude from deactivation. The users present in the above groups will not be deactivated in the auto-deactivation run. Keep empty to exclude none.
• Select Groups to Remove:- Users will be removed from the selected Groups. Keep empty to remove none.

Import Export Users

• To import the users, you need to upload a .CSV file. You will find the format in by clicking on the download link as highlighted in the below image.

• Export Users allows you to download all user data, with the option to select specific user details for export.

Additional Resources

• Bulk User Management for Jira
• Bulk User Management for Confluence
• Bulk User Management for Bitbucket