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  1. Navigate to Settings > OKR Levels tab

  2. Click "+ Create OKR Level”

  3. Fill up the name, ID and pick the color of the icon

  4. Done

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5. Global plugin access

Global permissions define which Jira users can see the button to enter the plugin and the OKR section on the Jira Issue form. Users without access cannot see the plugin in the navigation bar.
This article will guide you on how to grant your Jira groups access to the plugin: Global Plugin Access

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6. Groups

Groups can represent your departments, teams, or any other structure present in your organization.
Additionally, you can sync your existing Jira groups with Plugin groups so all newly added users are automatically synced with your in-app group. To create a group:

  1. Open your workspace settings

  2. Click “Create a group”

  3. Once a group is created, you can add individual users to it

  4. Or sync with existing Jira group

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7. Users and Roles management

The Users & Admins settings page will allow you to add individual users and select which workspaces they will have access to, add them to groups, and define their roles in the plugin.
There are several roles that can be assigned to your users: Reader, User/No delete, User, Group Leader, Workspace admin, and Plugin Admin.
More detailed information on roles & permissions can be found here: User roles and permissions

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  1. Open the “Users & admins” page in Settings

  2. Click “Add User”

  3. Select a User. Choose Workspaces, Groups, and Roles

  4. Hit “Add”

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7. Global plugin access

Global permissions define which Jira users can see the button to enter the plugin and the OKR section on the Jira Issue form. Users without access cannot see the plugin in the navigation bar.
This article will guide you on how to grant your Jira groups access to the plugin: Global Plugin Access

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8. Confluence app

OKR Board for Confluence macros allows you to embed OKRs into Confluence pages. Using macros helps you to extend the capabilities of your Confluence pages, allowing you to add extra functionality or include dynamic content.

These articles will guide you through the installation process:
OKR Board for Confluence macro (Cloud)
OKR Board for Confluence macro (Data Center/Server)

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