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Once the Jira admin has activated the Teams feature through the admin settings, you will see the feature directly within your Jira issue, as well as in Microsoft Teams and or Outlook.
To utilize the Teams feature, you must first log in to Jira Cloud during your initial use - both from Jira and Microsoft Teams. Follow steps outlined below.
Login from Jira
To access the Teams integration within your Jira issue and start a chat in Microsoft Teams, you first need to log in using your Microsoft account. Locate the blue “Login button” in the Microsoft Teams panel of your issue. Click on it to proceed.
A new dialogue appears. Select the account you wish to log in with, or opt for a different account if it is not already listed. After logging in, the app will automatically refresh Jira, allowing immediate use of the Teams feature.
Login from Microsoft Teams
The login from Microsoft Teams is required, in order to access Jira features in Microsoft Teams e.g. search for issues, create new issues based chats / conversations or to start channel conversations from Jira.
Follow steps outlined below.
Login from Microsoft Teams
Go to a channel of your choice and click on the “+” sign next to “type a message” (see green highlight).
Search for the Smart Connect app and “sign in”.
Choose your hosting option
Select if you have Jira Cloud or DC.
A simple way to determine this is by looking at the web address you use to access Jira. If it ends with “atlassian.net”, you are using Jira Cloud.
If you’re not sure, click on the respective button and get help.
Allow connection
Click on “login” to allow the integration to connect Jira with Microsoft Teams.
Accept access
Click on “ Accept” to allow the Smart Connect app to do the following actions in order to provide you with all features of the Microsoft Teams integration.
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Once you click on “accept,” the screen will automatically refresh, taking you directly to the initial “search for issues” screen. You’re now all set to go! 🚀 |
Log out of Teams app/change Jira instance from Microsoft Teams
If you wish to switch your Jira instances (from your demo instance to your production site), you can easily do so by clicking on “Settings” of our Smart Connect app within MS Teams.
Please go to to any channel/chat and in the bottom action bar. Now right click on the button of Smart Connect for Jira and choose “Settings” (like seen in the screenshot). Now you can log out from the previous instance and login newly on your other Jira instance.
To get started using the app, you’ll need to login with your account first. You can either login from Microsoft Teams, using the welcome card the bot sent you or the search issue menu. Or, you can login from Jira. Due to security reasons, the login flow is a bit different from both sides.
Log into Teams app from Jira Cloud
When you login from Jira Cloud, the login flow is simpler than logging in from Teams. You can login from any issue where the app is available, e.g. by clicking the “Share to Teams” button on the top of the issue:
This will show a dialog that’ll prompt you to authorize the app with your Teams account. This will look similar to the screen below - please note, if you administrator already consented for you, you might not even see the screen below - that’s not an error.
Log into Teams app from Microsoft Teams
If you login from Teams, there are more steps to the login, due to security reasons. You’ll have to login twice:
Authorize access to your Teams account
Authorize access to your Jira account
If you start off, the app will ask you to choose if you are using Jira Cloud or Jira Server. A simple way to determine this is by looking at the web address you use to access Jira. If it ends with “atlassian.net”, you are using Jira Cloud.
After clicking login, you’ll be taken to the Microsoft login first.
This is basically the same step as if you’d login from Jira Cloud.
After accepting the request, you’ll be taken to the Jira login, where you can select your Jira system.
Please use the credentials you normally use to login with Jira (either by password or your company account). On the next screen, please scroll down and select the Jira system you want to connect to.
Log out of Teams app/change Jira instance from Microsoft Teams
If you like to switch your Jira instances (e.g. from a demo instance to your production site), you can do that via the settings of the Smart Connect for Jira App in Teams.
Please go to to any channel/chat and in the bottom action bar. Now right click on the button of Smart Connect for Jira and choose “Settings” (like seen in the screenshot). Now you can log out from the previous instance and login newly on your other Jira instance.
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