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How do you invite people to AtlasCRM?

I'm trying to invite people to AtlasCRM so they can view the contacts but I'm not sure how to go about that. I know how to create a contact and/or company but not able to invited others to this part of it.

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Answer accepted

Hi Dipali,

I've replied to your support request, but I'll add the answer here in case anyone else is looking for the answer.

By default, everyone in your Jira or Confluence instance (depending on where you installed Atlas CRM) will have access to Atlas CRM. Inviting someone to Atlas CRM is as easy as adding them to Jira / Confluence.

If you don't want everyone to have access, you can limit access to a specific user group in the Atlas CRM Permissions configuration.


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