Overview

Prerequisites

• Setting up HelpDesk+ requires installing an app on both Microsoft Teams and Jira.

• A Jira administrator needs to install and configure the Jira application.

Setup

Install HelpDesk + on Microsoft Teams

1. Click Apps in the left sidebar in Microsoft Teams.

2. Type HelpDesk into the app search bar.

3. Click Add on the HelpDesk+ card that appears.

Install HelpDesk+ on Jira

1. Go to the Atlassian Marketplace.

2. Search for HelpDesk+.

3. Click Try it free.

4. Click Start free trial.

5. If you are signed in to more than one Jira account, select the site to install the app.

6. Once installed, click Manage app.

7. Click Configure.

Create the application link

1. Click Copy to copy the URL for creating the application link.

2. Click Open link in Jira.

3. In the upper-right, click Create link.

4. Paste the URL into the Application URL field and leave the selection on Direct application link (Cloud) or Atlassian Product (Data Center).

5. Click Continue to review the link. Leave the “I am an administrator” box checked and click Continue.
   
   
   

Save the Application Link connection

1. Return to your HelpDesk+ app tab and click Next.

2. Click Save Connection.

3. Click Allow to give HelpDesk+ permission to access your Jira instance.

Connect Teams to Jira

1. Click Copy to copy the connect code.

2. Click Open Teams.

3. Paste the connect code into the chat with the HelpDesk+ bot.

Connect Teams and Jira User Accounts

Add HelpDesk+ in Teams:

1. In Microsoft Teams, select Apps.

2. Search for appfire.

3. Find HelpDesk+.

4. Click Open.
   
   

Sign in to Jira:

1. In the HelpDesk+ chat, type signin.

2. Send the message.

3. Click Sign in.

4. Complete the Jira sign-in process in the browser window that opens.

5. Return to Microsoft Teams.