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How it works

Procedures

  • OverviewHow a Procedure runs the whole process
  • Extractions deep diveRead tables and documents, use them anywhere
Deterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See every industry
Security
Log inBook a Demo
  1. Home
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  3. Create user with product access in Atlassian

Create user with product access in Atlassian

Automatically create an Atlassian user with product access from a Slack request with Stepwork, so Jira and Confluence are ready on day one.

Matt SilvaEngineering Lead

Book a DemoSee the process
Use case
Employee onboardingIT
Best for
IT Administrator, Helpdesk Technician
Applications used
  • Atlassian Administration
  • Slack
Business outcome
Employee experience

On this page

  1. The problem
  2. The outcome
  3. The process
  4. Why Stepwork
  5. Similar use cases
  6. FAQ
IT
  • Atlassian Administration

Create Atlassian user

One Slack request. Products and groups ready.

Book a Demo

The problem

New hires wait while Jira and Confluence are provisioned apart.

IT invites people to each Atlassian product separately. One invite lands; the other waits on a second ticket and default groups get skipped.

Day one starts without project tooling. The hire follows up in Slack while admins copy access from a teammate by hand.

The outcome

Project tooling ready on day one

Stepwork invites the user in Atlassian admin with access to the right products and default groups. New hires get Jira and Confluence without a split ticket, and the run records who asked. When they leave, use Deactivate user across Atlassian products.

Deactivate user across Atlassian products
  • The user is invited in Atlassian admin.
  • Product access and default groups are applied.
  • If a product or group cannot be found, the run stops.

The process

From Slack request to Atlassian product access

IT posts the new hire details in Slack. Stepwork invites them with products and default groups.

  1. Step 1

    Request it in Slack

    A teammate posts the new user’s email, products, and default groups. That message starts the flow, and Stepwork records who asked and when.

  2. Step 2

    Open Atlassian admin

    Stepwork signs in to Atlassian admin and starts the invite for that email.

  3. Step 3

    Grant products and groups

    Stepwork applies product access and default groups, the same setup IT builds by hand for each hire.

  4. Step 4

    Confirm and reply in Slack

    Stepwork checks that the invite and access are saved, then posts the result back in Slack.

    Created · Jira + Confluence · default groups

Created · Jira + Confluence · default groups

Why Stepwork

Atlassian invites stay on the path you recorded

Stepwork runs the invite path you recorded. New hires get the same products and groups without two separate tickets.

Procedures
Book a Demo

Similar use cases

Similar use cases

  • Deactivate user across Atlassian productsSigns into Atlassian admin, locates the user, and revokes site access across Jira and Confluence, freeing the seats.Learn more
  • Remove user from groups in AtlassianRemoves a user from Atlassian groups that grant product roles and space permissions.Learn more
  • Create user and assign groups in OktaCreates a new Okta user with name, email, and title, then assigns the group memberships that grant their app entitlements.Learn more

FAQ

Common questions

  • Post their email, products, and default groups in Slack. Stepwork invites them and confirms access.
  • No. Deactivating a user across Atlassian products is a separate offboarding flow.
    Deactivate user across Atlassian products
  • Yes. Removing a user from Atlassian groups is a separate flow for role changes without a full offboard.
    Remove user from groups in Atlassian

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

Book a Demo
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