Keypup has two base concepts to manage the relationship between data and users: App connection and identity linking.
Apps
These are third-party systems - e.g. GitHub, JIRA etc. - that you connect to the platform on behalf of your team. Once you connect an app and enable some projects, data will be imported into your Keypup team account and all registered team members will be able to view and use this data.
Identities
Linking your identity to Keypup enables the following features:
Filtering on yourself across apps using the “is me” operator: This special operator uses your Keypup account and your connected identities (e.g. GitHub, JIRA) to lookup what your username is in each connected application and automatically filter based on these.
E.g. If your username is jdoe in GitHub and john.doe in JIRA, then usingauthor is meis equivalent to doingauthor = jdoe OR author = john.doe.
Filtering on a Keypup user across apps using the “is user” operator: This special operator uses the Keypup account of the selected user and their connected identities (e.g. GitHub, JIRA) to lookup what their username is in each connected application and automatically filter based on these.
E.g. If John’s username is jdoe in GitHub and john.doe in JIRA, then usingauthor is Johnis equivalent to doingauthor = jdoe OR author = john.doe.
What bounds these concepts?
This workflow is essential to consolidate and unify each individual under a single identity. This mapping will unlock all capabilities described above.
If you are responsible for connecting apps to your environment (i.e. you are the team Admin), your identity is automatically recognized: the You in all apps is linked on your Keypup account and you do not need to take any further step to connect your identity.
However, if you have been invited to the team, in order to use filters on yourself (is me filter), the platform needs to match your identities across all apps and Keypup. Other team members must go through the same linking so dynamic filters can be performed across all user identities in the team (is user filter). This is why you need to link your identity, per the short process described next.
Where to manage identities?
To add or remove identities manually, go to Settings > Account > Identities (or simply click here). For all apps flagged as “Not linked”, click Link to connect your identity.
Upon clicking on the Link button, you will be redirected to your app authentication page. Follow the steps for each application that is unlinked. You can unlink any previously linked identity by clicking the Unlink button.