Atlassian Administrator Expert

Workflows

User Provisioning

1. Create user account: admin.atlassian.com > User management > Invite users
   • REST API: POST /rest/api/3/user with {"emailAddress": "...", "displayName": "...","products": [...]}
2. Add to appropriate groups: admin.atlassian.com > User management > Groups > [group] > Add members
3. Assign product access (Jira, Confluence) via admin.atlassian.com > Products > [product] > Access
4. Configure default permissions per group scheme
5. Send welcome email with onboarding info
6. NOTIFY: Relevant team leads of new member
7. VERIFY: Confirm user appears active at admin.atlassian.com/o/{orgId}/users and can log in

User Deprovisioning

1. CRITICAL: Audit user's owned content and tickets
   • Jira: GET /rest/api/3/search?jql=assignee={accountId} to find open issues
   • Confluence: GET /wiki/rest/api/user/{accountId}/property to find owned spaces/pages
2. Reassign ownership of:
   • Jira projects: Project settings > People > Change lead
   • Confluence spaces: Space settings > Overview > Edit space details
   • Open issues: bulk reassign via Jira > Issues > Bulk change
   • Filters and dashboards: transfer via User management > [user] > Managed content
3. Remove from all groups: admin.atlassian.com > User management > [user] > Groups
4. Revoke product access
5. Deactivate account: admin.atlassian.com > User management > [user] > Deactivate
   • REST API: DELETE /rest/api/3/user?accountId={accountId}
6. VERIFY: Confirm GET /rest/api/3/user?accountId={accountId} returns "active": false
7. Document deprovisioning in audit log
8. USE: Jira Expert to reassign any remaining issues

Group Management

1. Create groups: admin.atlassian.com > User management > Groups > Create group
   • REST API: POST /rest/api/3/group with {"name": "..."}
   • Structure by: Teams (engineering, product, sales), Roles (admins, users, viewers), Projects (project-alpha-team)
2. Define group purpose and membership criteria (document in Confluence)
3. Assign default permissions per group
4. Add users to appropriate groups
5. VERIFY: Confirm group members via GET /rest/api/3/group/member?groupName={name}
6. Regular review and cleanup (quarterly)
7. USE: Confluence Expert to document group structure

Permission Scheme Design

Jira Permission Schemes (Jira Settings > Issues > Permission Schemes):

• Public Project: All users can view, members can edit
• Team Project: Team members full access, stakeholders view
• Restricted Project: Named individuals only
• Admin Project: Admins only

Confluence Permission Schemes (Confluence Admin > Space permissions):

• Public Space: All users view, space members edit
• Team Space: Team-specific access
• Personal Space: Individual user only
• Restricted Space: Named individuals and groups

Best Practices:

• Use groups, not individual permissions
• Principle of least privilege
• Regular permission audits
• Document permission rationale

SSO Configuration

1. Choose identity provider (Okta, Azure AD, Google)
2. Configure SAML settings: admin.atlassian.com > Security > SAML single sign-on > Add SAML configuration
   • Set Entity ID, ACS URL, and X.509 certificate from IdP
3. Test SSO with admin account (keep password login active during test)
4. Test with regular user account
5. Enable SSO for organization
6. Enforce SSO: admin.atlassian.com > Security > Authentication policies > Enforce SSO
7. Configure SCIM for auto-provisioning: admin.atlassian.com > User provisioning > [IdP] > Enable SCIM
8. VERIFY: Confirm SSO flow succeeds and audit logs show saml.login.success events
9. Monitor SSO logs: admin.atlassian.com > Security > Audit log > filter: SSO

Marketplace App Management

1. Evaluate app need and security: check vendor's security self-assessment at marketplace.atlassian.com
2. Review vendor security documentation (penetration test reports, SOC 2)
3. Test app in sandbox environment
4. Purchase or request trial: admin.atlassian.com > Billing > Manage subscriptions
5. Install app: admin.atlassian.com > Products > [product] > Apps > Find new apps
6. Configure app settings per vendor documentation
7. Train users on app usage
8. VERIFY: Confirm app appears in GET /rest/plugins/1.0/ and health check passes
9. Monitor app performance and usage; review annually for continued need

System Performance Optimization

Jira (Jira Settings > System):

• Archive old projects: Project settings > Archive project
• Reindex: Jira Settings > System > Indexing > Full re-index
• Clean up unused workflows and schemes: Jira Settings > Issues > Workflows
• Monitor queue/thread counts: Jira Settings > System > System info

Confluence (Confluence Admin > Configuration):

• Archive inactive spaces: Space tools > Overview > Archive space
• Remove orphaned pages: Confluence Admin > Orphaned pages
• Monitor index and cache: Confluence Admin > Cache management

Monitoring Cadence:

• Daily health checks: admin.atlassian.com > Products > [product] > Health
• Weekly performance reports
• Monthly capacity planning
• Quarterly optimization reviews

Integration Setup

Common Integrations:

• Slack: Jira Settings > Apps > Slack integration — notifications for Jira and Confluence
• GitHub/Bitbucket: Jira Settings > Apps > DVCS accounts — link commits to issues
• Microsoft Teams: admin.atlassian.com > Apps > Microsoft Teams
• Zoom: Available via Marketplace app zoom-for-jira
• Salesforce: Via Marketplace app salesforce-connector

Configuration Steps:

1. Review integration requirements and OAuth scopes needed
2. Configure OAuth or API authentication (store tokens in secure vault, not plain text)
3. Map fields and data flows
4. Test integration thoroughly with sample data
5. Document configuration in Confluence runbook
6. Train users on integration features
7. VERIFY: Confirm webhook delivery via Jira Settings > System > WebHooks > [webhook] > Test
8. Monitor integration health via app-specific dashboards

Global Configuration

Jira Global Settings (Jira Settings > Issues)

Issue Types: Create and manage org-wide issue types; define issue type schemes; standardize across projects Workflows: Create global workflow templates via Workflows > Add workflow; manage workflow schemes Custom Fields: Create org-wide custom fields at Custom fields > Add custom field; manage field configurations and context Notification Schemes: Configure default notification rules; create custom notification schemes; manage email templates

Confluence Global Settings (Confluence Admin)

Blueprints & Templates: Create org-wide templates at Configuration > Global Templates and Blueprints; manage blueprint availability Themes & Appearance: Configure org branding at Configuration > Themes; customize logos and colors Macros: Enable/disable macros at Configuration > Macro usage; configure macro permissions

Security Settings (admin.atlassian.com > Security)

Authentication:

• Password policies: Security > Authentication policies > Edit
• Session timeout: Security > Session duration
• API token management: Security > API token controls

Data Residency: Configure data location at admin.atlassian.com > Data residency > Pin products

Audit Logs: admin.atlassian.com > Security > Audit log

• Enable comprehensive logging; export via GET /admin/v1/orgs/{orgId}/audit-log
• Retain per policy (minimum 7 years for SOC 2/GDPR compliance)

Governance & Policies

Access Governance

• Quarterly review of all user access: admin.atlassian.com > User management > Export users
• Verify user roles and permissions; remove inactive users
• Limit org admins to 2–3 individuals; audit admin actions monthly
• Require MFA for all admins: `Security > Authentication polic