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ATLAS CRM user access

Sergio Beretta

Good morning,

I have a Jira Service Management project in place with a link with an App ATLAS CRM, and I would like to limit the access to the CRM to just a few users instead of all of them but unfortunately i am not able to do that.

Have you any idea on how I can handle?

Thank you.

Regards.

Sergio.

Accepted answers

Elise Beer

Hi Sergio,

You can limit access for a few users with permissions.

For Cloud the explanation can be found here: https://avisi-apps.gitbook.io/atlas-crm-cloud/configuration/permissions

For Server/DC: https://avisi-apps.gitbook.io/atlas-crm-for-jira-server/configuration/permissions

Let me know if this is the solution for you.

Kind regards,

Elise Beer

Team Atlas CRM

All comments

Elise Beer

Hi Sergio,

You can limit access for a few users with permissions.

For Cloud the explanation can be found here: https://avisi-apps.gitbook.io/atlas-crm-cloud/configuration/permissions

For Server/DC: https://avisi-apps.gitbook.io/atlas-crm-for-jira-server/configuration/permissions

Let me know if this is the solution for you.

Kind regards,

Elise Beer

Team Atlas CRM

Sergio Beretta

Hi Elise,

you are right I have created a User Group "SALES" put all the sales user into this group and restricted access to ATLAS CRM only to Administrator and Sales, and it worked very well.

Thank you for your support very appreciated.

Kind regards.

Sergio.

Elise Beer

You're welcome Sergio!

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