Installation: Team leads

Advanced Team Pulse, team Risk, and Team setup are for managers who are in the Team lead Jira group and assigned as a team lead. Site admin alone does not get Team Pulse. Leads approve time — not Jira admins by default.

1. Open Marketplace apps settings

Click the gear (Settings) in the Jira header. Under Jira admin settings, choose Marketplace apps.

Jira Settings menu with Marketplace apps highlighted
Settings → Marketplace apps

2. Open WorkPulse admin

In the left sidebar under Apps, select WorkPulse.

Jira admin sidebar with WorkPulse selected under Apps
Apps → WorkPulse

3. Create the Team lead Jira group

On WorkPulse admin:

  • Confirm or edit Group name (default Workpulse Team Leads) → Save name.
  • Click Create group in Jira (or Group exists — refresh if it already exists).
  • Under Managers in this group, search users → + Add to lead group. This adds them to the Jira group only — not yet to a team roster.

4. Create a team and assign a lead

  • Under Create team, enter a Team name.
  • Pick an Initial lead who is already in the lead group.
  • Click Create team. The lead adds members later in WorkPulse → Team setup.
WorkPulse admin page for Team lead Jira group and Create team
WorkPulse admin — Team lead Jira group and Create team

Next: Team Pulse.