Crowd AUM Handbook

Unlock the Potential of miniOrange Crowd Bulk User Management

Cost-Efficiency at Its Finest

Every active user in your Atlassian environment comes at a cost. miniOrange Crowd Bulk User Management solution empowers you to optimize licensing expenses effortlessly. By automatically identifying and deactivating or deleting users who haven't logged in for a predefined period, you can reduce active users, potentially leading to substantial savings in licensing fees.

Boost Your Security

With miniOrange Crowd BUM, you can maintain a clean and secure user base throughout your organization. Bid farewell to lingering "active" users who left your organization unnoticed. No more active accounts for external vendors whose work concluded long ago. Forget about overlooked elevated access permissions for project leads of disbanded projects. Our solution ensures that your system remains fortified against unnecessary vulnerabilities.

Streamline User Operations for Agile Collaboration

In today's agile business landscape, dynamic cross-functional teams assemble for specific projects and disband upon project completion. Effective user-group management and streamlined access permissions are vital.

miniOrange Crowd BUM enables you to seamlessly orchestrate user permissions to foster collaboration among internal users from diverse business units. It also simplifies the onboarding of external contractors and vendors into your internal systems, facilitating frictionless collaboration.

Grant necessary permissions to users in bulk, effortlessly adjust access levels, and revoke permissions once projects conclude. Achieve agility without compromising security, empowering your organization to work efficiently and safely. Unlock the potential of miniOrange Crowd BUM for cost-effective operations, fortified security, and agile collaboration support. Embrace the future of Bulk User Management with miniOrange.

Without User Management for Crowd

In the absence of the Crowd User Management solution, managing user-related tasks becomes a manual and time-consuming process. Crowd administrators with the highest privileges must spend significant time reviewing all users in the Crowd user database.

Performing actions like moving users between groups, deleting users, or deactivating them must be done on an individual basis. There is no convenient means to execute these actions in bulk. ***Additionally, documenting each action must be done manually for each user.

With User Management for Crowd

User Management for Crowd offers a more efficient, effective, and consistent approach to addressing these challenges.

With this solution, you can:

  • Automate Routine Tasks: Easily configure schemes like 'deactivate users inactive for 90 days' and schedule them to run daily at your chosen time (e.g., 3 am). Let the system handle these tasks automatically.
  • Bulk User Operations: Simplify user management by performing bulk actions. Delete or deactivate users in a single, straightforward operation, eliminating the current cumbersome process.
  • Effortless Group Management: Seamlessly move users between different user groups, add or remove them from specific groups. Achieve these tasks efficiently and cleanly, enhancing overall Crowd management.

Utilize User Management for Crowd to streamline your administrative tasks, enhance efficiency, and maintain consistency in user management operations.

Bulk User Management for Crowd

In this comprehensive guide, we'll walk you through the simple steps to configure Bulk User Management with Crowd. By the end of this guide, you'll gain the ability to perform bulk activations, deletions, and automatic identification of inactive users based on their last login time.

Say goodbye to manual user management hassles and optimize your Atlassian license costs by ensuring you only pay for active users. Experience the future of user management with miniOrange Crowd BUM – where efficiency meets simplicity.

Crowd BUM video

Pre-requisites

To configure Bulk User Management for Crowd, you need the following items:

  • Crowd should be installed and configured.
  • Admin credentials are set up in Crowd.
  • Valid Crowd Server or Datacenter Licence.

Download And Installation

Free Plugin Installation

  • Log into your Crowd instance as an admin.
  • Navigate to the Administration menu and click Manage Apps.
  • Click Find new apps or Find new add-ons from the left-hand side of the page.
  • Locate Bulk User Management for Crowd via search and click on install.
  • installation

Premium Plugin Installation

  • A. License and Plugin Download
    • Create an account with miniOrange.
    • Login to miniOrange Admin console.
    • Navigate to License > Manage License > Release and Download.
    • Download the jar file from the Download link.
    • Click on the View License button to get the license key.
  • B. Installation
    • Log in to the Crowd Admin console.
    • Navigate to Administration > Manage Apps.
    • Click on Upload App and upload the jar file.
    • Click on the Configure button and verify the miniOrange credential and license key.
  • C. Plugin Activation
    • Navigate to Crowd Admin Console → Manage Apps.
    • Click on the Configure button of the miniOrange Crowd Bulk User Management plugin.
    • Log in with your miniOrange account.
    • Enter the license key and click on the Verify button.

Advanced User Management

Advanced User Management provides you with a powerful user search functionality. You can effortlessly search for users based on various filters.

These filters are:

  • Groups
  • Directory
  • Status (Active, Inactive, All Users)
  • Last Login Date
  • Username

Initiate your search and progressively refine it until you pinpoint the exact users you're looking for. Once identified, you can swiftly execute bulk actions on these users, ensuring a quick, efficient, and seamless process.

Crowd Bulk User Management Active User

Select the Users for bulk operation using the checkbox associated with them.

  • Easily bulk edit users:- Activate, Deactivate or delete them - all in one easy go
  • Crowd Bulk User Management Edit user
  • Easily move users into different user groups, remove them from one group, add them to another group.
  • Crowd Bulk User Management Add groups

Advanced Group Management

Advance Group Management section enables you to create and delete groups in large numbers.

user management manual group

Import Groups

  • Manual Entry:- In the Enter group names field, enter the group names manually. You can add multiple groups at a time by adding multiple group names separated by semicolons.
  • Upload csv file:- Import the groups by uploading the CSV file with Groups names that contain Group names in it. You can also get the Sample CSV file format by clicking on the download link.
user management manual group

Export Groups

In the export groups section you can export the groups in .CSV file format by clicking on Export Groups in CSV button.

manual group

Delete Groups

Select the required groups that you want to delete from the Select groups dropdown. You can select multiple groups here.

delete summary

Auto License Management

Enabling the "Reactivate Users" toggle will automatically reactivate previously deactivated users upon their successful login in Crowd or connected Atlassian products.

auto license management

Auto User Management simplifies the management of your Atlassian license expenses by ensuring that you only pay for actively engaged users. This is achieved through automated processes that identify and take action on users based on their group memberships and the duration of their inactivity.

There are three options to help maintain a clean user directory:

  • Auto Deactivate User
  • Remove Groups from Users
  • Auto Deactivate User & Remove Groups from Users

Auto Deactivate User

  • Automatically deactivates multiple users on a scheduled basis.
  • You can set a custom time for the scheduler to run, whether it's hourly, daily, weekly, monthly, or at your specified time interval.
  • Specify the number of days, e.g., 5, to automatically deactivate users who haven't logged in within that time frame.
reactivate
  • If you want to deactivate a never-logged-in user then enable the Deactivate Never Logged-In Users.
  • Choose to send an email notification before deactivating a user.
  • Ability to exclude members of specific groups from deactivation.
  • Option to exclude specific members from deactivation.
reactivate

Remove Groups from Users

Automatically remove users from groups that grant application access if they remain inactive for the specified period. Users are removed from the group if they do not login to the application within the specified days of the defined inactivity period.

  • Automatically remove groups from users on a scheduled basis.
  • You can set a custom time for the scheduler to run, whether it's hourly, daily, weekly, monthly, or at your specified time interval.
  • deactivate
  • Select the groups to remove from users. Multiple groups can be set. The user will be removed from these groups. Keep empty to remove none.

If a user is part of a group in the application, then app removes the user from that group in the local application.

preferences for deactivation
  • Utilize regular expressions to identify groups for removal

To check the output of the regex, click on the Test Regex button. Enter a value in the field provided. Click the Test button to apply the given regex to the entered value.

email notify

Auto Deactivate User & Remove Groups from Users

revoke access
  • Automatically deactivates multiple users & removes groups from users on a scheduled basis.
  • Exclude Users :- Selected users are exempted from deactivation and their group memberships remain unaffected, both during auto-deactivation and group removal processes.
  • Exclude Groups:- Select Groups to exclude from deactivation. The users present in the above groups will not be deactivated in the auto-deactivation run. Keep empty to exclude none.
  • Select Groups to Remove:- Users will be removed from the selected Groups. Keep empty to remove none.

Bulk Group Management

The Bulk Group Management tab in the miniOrange Confluence User Management plugin offers administrators a centralized interface to manage user groups efficiently. Whether you're creating new groups, importing groups from external files, exporting existing group data, or cleaning up outdated groups, this tab allows you to perform all actions in bulk—saving significant time and effort.

This section details the functionality of the Bulk Group Management tab, followed by practical use cases to demonstrate how and when to apply each feature.

1. Create Groups Manually

You can create multiple groups at once by entering group names in the "Enter Group Names" field. To add more than one group, separate each group name using a semicolon (;).

user management manual group

Use Case:

Your organization is onboarding three new departments: content-team, product-strategy, and frontend-dev. Instead of creating each group manually, you can enter them like so:

content-team;product-strategy;frontend-dev

Clicking the Add groups button will add all three groups simultaneously. This is especially useful during initial setup or mass onboarding scenarios.

2. Import Groups from CSV File

If you already maintain a list of groups in a CSV file (e.g., from another system or export), you can upload that file to create the groups in bulk. The file should contain group names in each row.

Use Case:

Suppose you are migrating from another user management system or have received a list of 50 standard project groups from your IT team in CSV format. Instead of entering them one by one, you simply upload the file to have all groups created instantly, ensuring speed and accuracy.

3. Export Groups to CSV File

You can export the current list of Confluence groups into a downloadable CSV file. This file can optionally include the number of users in each group if you enable the “Include No. of Users in Group” checkbox before exporting.

manual group

Use Case:

If you need to share a report with compliance or management that shows which groups exist in Confluence and how many users belong to each, this feature gives you exactly that in a structured CSV format. It’s ideal for auditing, documentation, or bulk review activities.

4. Delete Groups in Bulk

From the Select Groups dropdown, you can choose one or more groups to delete. After selecting the desired groups, click the Delete button to initiate the deletion process.

Note: Groups with administrative privileges (such as Confluence-administrators) are protected and will not be deleted. This is a built-in safeguard to prevent accidental disruption of critical access.

Deletion Summary Window:

Once the deletion is initiated, a summary window appears displaying the outcome of each deletion attempt. This includes:

  • Group Name – The name of the group being deleted.
  • Status – Indicates whether the group was successfully deleted or if the deletion failed.
  • Error Message (if applicable) – Provides information if the group could not be deleted, such as "Group has admin access" or "Group not found".

This real-time feedback ensures transparency and helps administrators take corrective action immediately if needed.

delete summary

Use Case:

You select and delete 10 outdated groups such as old-project-x, archived-beta-testers, and temp-review-board. After clicking Delete, the summary window displays:

  • 7 groups deleted successfully
  • 2 groups skipped due to admin access
  • 1 group not found (possibly already deleted by another admin)

This allows you to verify what happened at a glance and take further action if necessary.

Summary of Benefits

The Bulk Group Management tab enables administrators to:

  • Rapidly set up new organizational units or project teams.
  • Seamlessly migrate groups from legacy systems.
  • Efficiently document current group structures.
  • Remove obsolete or unused groups to maintain a clean access control environment.

Import Export Users Tab

To import the users, you need to upload a .CSV file. You will find the format in by clicking on the download link as highlighted in the below image.

emport-users

Export Users allows you to download all user data, with the option to select specific user details for export.

export-users