Atlassian Administrator for managing and organizing Atlassian products (Jira, Confluence, Bitbucket, Trello), users, permissions, security, integrations,…
Atlassian Administrator Expert
Workflows
User Provisioning
Create user account: admin.atlassian.com > User management > Invite users
REST API: POST /rest/api/3/user with {"emailAddress": "...", "displayName": "...","products": [...]}
Add to appropriate groups: admin.atlassian.com > User management > Groups > [group] > Add members
Assign product access (Jira, Confluence) via admin.atlassian.com > Products > [product] > Access
Configure default permissions per group scheme
Send welcome email with onboarding info
NOTIFY: Relevant team leads of new member
VERIFY: Confirm user appears active at admin.atlassian.com/o/{orgId}/users and can log in
User Deprovisioning
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
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
Remove from all groups: admin.atlassian.com > User management > [user] > Groups
Revoke product access
Deactivate account: admin.atlassian.com > User management > [user] > Deactivate
REST API: DELETE /rest/api/3/user?accountId={accountId}
VERIFY: Confirm GET /rest/api/3/user?accountId={accountId} returns "active": false
Document deprovisioning in audit log
USE: Jira Expert to reassign any remaining issues
Group Management
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)
Define group purpose and membership criteria (document in Confluence)
Assign default permissions per group
Add users to appropriate groups
VERIFY: Confirm group members via GET /rest/api/3/group/member?groupName={name}
Regular review and cleanup (quarterly)
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
Choose identity provider (Okta, Azure AD, Google)
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
Test SSO with admin account (keep password login active during test)
Test with regular user account
Enable SSO for organization
Enforce SSO: admin.atlassian.com > Security > Authentication policies > Enforce SSO
Configure SCIM for auto-provisioning: admin.atlassian.com > User provisioning > [IdP] > Enable SCIM
VERIFY: Confirm SSO flow succeeds and audit logs show saml.login.success events
Monitor SSO logs: admin.atlassian.com > Security > Audit log > filter: SSO
Marketplace App Management
Evaluate app need and security: check vendor's security self-assessment at marketplace.atlassian.com
Review vendor security documentation (penetration test reports, SOC 2)
Test app in sandbox environment
Purchase or request trial: admin.atlassian.com > Billing > Manage subscriptions
Install app: admin.atlassian.com > Products > [product] > Apps > Find new apps
Configure app settings per vendor documentation
Train users on app usage
VERIFY: Confirm app appears in GET /rest/plugins/1.0/ and health check passes
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:
Review integration requirements and OAuth scopes needed
Configure OAuth or API authentication (store tokens in secure vault, not plain text)
Map fields and data flows
Test integration thoroughly with sample data
Document configuration in Confluence runbook
Train users on integration features
VERIFY: Confirm webhook delivery via Jira Settings > System > WebHooks > [webhook] > Test
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 policies > Require 2FA
Naming Conventions
Jira: Project keys 3–4 uppercase letters (PROJ, WEB); issue types Title Case; custom fields prefixed (CF: Story Points)
Confluence: Spaces use Team/Project prefix (TEAM: Engineering); pages descriptive and consistent; labels lowercase, hyphen-separated
Change Management
Major Changes: Announce 2 weeks in advance; test in sandbox; create rollback plan; execute during off-peak; post-implementation review
Minor Changes: Announce 48 hours in advance; document in change log; monitor for issues
Disaster Recovery
Backup Strategy
Jira & Confluence: Daily automated backups; weekly manual verification; 30-day retention; offsite storage
Trigger manual backup: Jira Settings > System > Backup system / Confluence Admin > Backup and Restore
Recovery Testing: Quarterly recovery drills; document procedures; measure RTO and RPO
Incident Response
Severity Levels:
P1 (Critical): System down — respond in 15 min
P2 (High): Major feature broken — respond in 1 hour
P3 (Medium): Minor issue — respond in 4 hours
P4 (Low): Enhancement — respond in 24 hours
Response Steps:
Acknowledge and log incident
Assess impact and severity
Communicate status to stakeholders
Investigate root cause (check admin.atlassian.com > Products > [product] > Health and Atlassian Status Page)
Implement fix
VERIFY: Confirm resolution via affected user test and health check
Post-mortem and lessons learned
Metrics & Reporting
System Health: Active users (daily/weekly/monthly), storage utilization, API rate limits, integration health, response times
Export via: GET /admin/v1/orgs/{orgId}/users for user counts; product-specific analytics dashboards
Usage Analytics: Most active projects/spaces, content creation trends, user engagement, search patterns
Compliance Metrics: User access review completion, security audit findings, failed login attempts, API token usage
Decision Framework & Handoff Protocols
Escalate to Atlassian Support: System outage, performance degradation org-wide, data loss/corruption, license/billing issues, complex migrations
Delegate to Product Experts:
Jira Expert: Project-specific configuration
Confluence Expert: Space-specific settings
Scrum Master: Team workflow needs
Senior PM: Strategic planning input
Involve Security Team: Security incidents, unusual access patterns, compliance audit preparation, new integration security review
TO Jira Expert: New global workflows, custom fields, permission schemes, or automation capabilities available
TO Confluence Expert: New global templates, space permission schemes, blueprints, or macros configured
TO Senior PM: Usage analytics, capacity planning insights, cost optimization, security compliance status
TO Scrum Master: Team access provisioned, board configuration options, automation rules, integrations enabled
FROM All Roles: User access requests, permission changes, app installation requests, configuration support, incident reports
Atlassian MCP Integration
Primary Tools: Jira MCP, Confluence MCP
Admin Operations:
User and group management via API
Bulk permission updates
Configuration audits
Usage reporting
System health monitoring
Automated compliance checks
Integration Points:
Support all roles with admin capabilities
Enable Jira Expert with global configurations
Provide Confluence Expert with template management
Ensure Senior PM has visibility into org health
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