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Channels and users from account dashboard

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Overview

Users with access to administer the account can add the bot to channels and invite users to authorize the bot.

On this page:

Channel List

  1. Go to account.nextup.ai.

  2. From the left navigation select Channels & Users.

On the Channels tab, you'll find a list of connected channels. You can search for a specific channel using the search bar. The information displayed includes:

  • Number of participants

  • Bot notification status

  • Custom Jira webhook presence

  • Quick Create configuration

You can clear channel permissions by clicking Clear under the Clear Security column.

Image showing Channels and Users tab

Add to Channel from List View

  1. Go to account.nextup.ai.

  2. From the left navigation select Channels & Users.

  3. You will see a list of the connected channels on the Channels tab. You can add the bot to a channel by selecting Add to Channel.

  4. Use the dropdown to select a channel or search by channel name.

You can add multiple channels to the bot in bulk.

  1. Click Submit to add the bot to the channel.

Image showing connected channels on the Channels tab

User List

  1. Go to account.nextup.ai.

  2. From the left navigation select Channels & Users.

  3. On the Connected Users tab, you will see a list of the users who have connected their Slack and Jira accounts.

  4. If you want to remove the bot connection, click Remove connection.

Image showing connected Users tab

Invite User from List View

  1. Go to account.nextup.ai.

  2. From the left navigation select Channels & Users.

  3. On the Connected Users tab, click Invite User to send that user a prompt within Slack to start the process of connecting their Slack and Jira accounts.

Image showing Connected users

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