Before trying to use the User Permissions POST Function app in a new or existing Jira workflow, please make sure you’ve successfully completed the steps outlined in Creating an API token first.

  1. Click the settings cog in the top right and click Issues
  2. Click on Workflows down the left hand set and either Add workflow or click the 3 dots by an existing workflow and select Edit
  3. Create or edit the workflow as required and then open the transition where you’d like the adding or removing of a user from a group to take place (if you have approvals in your workflow you’ll likely want this to happen on the approval transition or a transition after the approval step). Click the Post Functions tab
  4. Click the Add post function link on the right hand side
  5. Select User Permissions POST Functions from the list of available Post Functions and click Add
  6. Select the action you want to perform – either Add user to group or Remove user from group
  7. Select the field that will contain the user that should be added to or removed from (depending on the selected action) the group. Any single user picker is a valid field to select such as the default Assignee, Creator and Reporter fields along with any addition custom fields of the same type you’ve created.
    If you’re using a custom field just remember to ensure it’s on a form or screen so that it can be populated either by the creator/reporter when raising the request or by someone else via a transition screen or editing the issue in Jira
  8. Select the group you want the user to be added to or removed from and click Add
  9. A summary of the POST Function configuration will be displayed
  10. Click Publish Draft to save the workflow. You may need to associate the workflow to an issue type via a workflow scheme if this is a new workflow or not currently an active workflow. For more information on workflows please refer to the Atlassian documentation