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Quick Start Guide

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  • Setting up Helpdesk+ requires installing an application into both Microsoft Teams and Jira

  • Any user can install the Teams application, but a Jira administrator needs to install and configure the Jira application

Tip

The following guide illustrates each installation step. Click here to view an animation of all steps

Install the Microsoft Teams application

  1. Click the 3 dots on the left bar in Microsoft Teams

  2. Type "Helpdesk+"

  3. Select the "Helpdesk+" application

  4. Click the "add" button to install the application in to your Teams environment

Install the Helpdesk+ application

  1. Visit https://marketplace.atlassian.com/

  2. Type Helpdesk+ in the search bar

  3. Click the "Try if free" button in the Atlassian Marketplace website

  4. Select Cloud, Server, or Data Center depending on your installation

  5. Click "Start free trial"

  6. In case you are signed in to more than one Jira account, select the site to install the application

  7. Again, click "Start free trial"

  8. Wait while Jira installs the application

  9. Once loaded, click "Manage app"

  10. Click the "configure" button next to "Getting started"

Tip

Pro tip: Open multiple browser windows when configuring the Jira application link. That will help copying values between screens

  1. Click the "Copy" button next to step 1

  2. Click the "Open link in JIRA" button

  3. Paste the copied link in the text box under "Configure Application Links"

  4. Click "Create new link"

  5. Return to the setup screen and click "Next" under step

Save your Application Link connection

  1. Click the "Save connection" button

  2. Click "Allow" to grant the application permission to access your Jira instance

Connect Teams to Jira

  1. Click the "Copy" button next to the connect code

  2. Click the "Open Teams" button

  3. Paste the connect code into the direct chat w/ the Teams bot application

Connect Teams and Jira personal user account

Each user in your Teams organization will need to complete this step once. Only initial installers will see the option to automatically connect. Other users can reference Connect Teams and Jira to user accounts.

  1. Click "Connect Now" to connect your individual Teams user to your Jira user account

  2. Click "Allow" to grant the system access to your user account

  3. Success!

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