Channels and users from account dashboard

Owned by Megan Storie
Last updated: Aug 15, 2024 by Michelle Ruoff
2 min read

Overview

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

 

 

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 drop-down 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.

 

 

 

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.

 

 

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.

 

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