目的

In Jira Cloud, changes in team structure or personnel commonly necessitate transferring user data, including assigned issues, from one user to another.

ソリューション

Transferring data from one user to another in Jira Cloud involves several steps, especially if you need to ensure that all relevant information, such as issues, and permissions, is correctly reassigned.

This is different from updating a user's email. To update or change a user's email address, you can refer to the guide here - Change Atlassian Account Email Address

Below is a step-by-step guide tailored for an administrator to transfer data between users in Jira cloud. Let's assume we have two users - old_user and new_user

Step 1: Review Existing Permissions and Groups

Before you start transferring data, review the current permissions and group memberships of the users involved.

Group Memberships - Manage Groups

• Go to Jira settings (cog icon) > User management.
• Find the user whose data needs to be transferred and review their group memberships.
• Assign the groups that old_user belongs to new_user

Permissions - Jira Permissions are managed in two sections namely;

• Manage Project Permissions - Specific to each project and managed by the permission schemes associated with the project.
• Manage Global Permissions - System-wide permissions that is granted to groups of users

Step 2: Transfer Project Roles

If the old_user had specific project roles, you’d need to manually add the new_user to these roles.

• Go to Jira settings > Projects and select a project.
• Under 'Users and roles', find the roles the old_user was part of and add the new_user to these roles.
• Remove the old user if they are no longer needed in these roles.

Although, using the Jira REST API endpoint, you can use the below endpoints to get the list of project roles

rest/api/2/project/{projectIdOrKey}/role

Once you have all the roles in the project, then you can use the endpoint below to get all users that belong to this role

/rest/api/2/project/{projectIdOrKey}/role/{id}

Step 3: Reassign Issues

To transfer all issues from old_user to new_user, you can use the Bulk Change feature.

• Go to the Issue Search page in Jira.
• Run a query to find all issues assigned to the old_user. For example, assignee = old_user.
• Select the 'Tools' dropdown and click 'Bulk Change' (select all issues on all pages).
• Choose 'Edit Issues' and then change the 'Assignee' to new_user.
• Complete the bulk operation by following the prompts.

Step 4: Update Reporters and Watchers

For issues where the old_user is the reporter, you will need to perform a similar bulk change operation in Step 3 above.

• For reporters, repeat the bulk edit but change the 'Reporter' field instead of the 'Assignee'.

For issues where the old_user is a Watcher, Jira does not support bulk changing watchers through the Jira User interface.

• You might need to do this manually for each issue. Alternatively, you can use Jira Automation to update the Watcher.
• I found the community post - Bulk update/change Watcher, that provides the steps using Jira Automation to update the Watcher.

Step 5: Transfer Dashboard and Filter Ownership

If the old_user owns any shared filters or dashboards, transfer ownership to the new_user.

• Navigate to Jira Settings > Click on System
• Scroll down to Shared Items > Click on Filters or Dashboards.
• Select or Search for the relevant filter or dashboard.
• Click on (...) and Use 'Change Ownership' to assign these to the new_user.

You can refer to the guide Manage Filters and Manage Dashboards

Step 6: Reassign Comments and Worklogs

Unfortunately, both operations are currently not supported within Jira Cloud. There is the below feature request opened to address both capabilities:

• Comments - Add the ability to migrate comments from one user to another.
• Worklogs - Move work logs to another user

Step 7: Final Verification

Ensure that all data has been correctly transferred and that the new_user has the same access and visibility as the old_user.

• Review the issues, project roles, and any shared configurations to verify that everything is correctly assigned.

Optional: Deactivate the Old User Account

If the old_user will no longer use Jira, consider deactivating their account to maintain security and licensing control.

• Go to Jira settings > User management, select the old_user, and choose 'Deactivate account'.

These steps cover a comprehensive transfer of responsibilities and data from one user to another in Jira Cloud. Depending on your specific needs and the Jira plugins you have installed, some steps may require additional tools or scripts.