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You are viewing the old version of the documentation. See the latest version here: [CRMJS:CRM for Jira Server Home]

It's possible to differentiate access to CRM companies. Let's say that Sale Manager should see only his/her companies and not others.

There are steps to make such settings.

  1. In CRM Administration, tab Companies create a new company attribute with JIRA user (or JIRA Group) type, for example an attribute "Sales Manager". See more: Set up Companies Directory#5.4.2.1SetupCompaniesDirectory-SetupCompanyAttributes
  2. Restrict CRM permissions depending on that attribute. See there:  Setting up Access to Objects
  3. Open  a Company card and set the attribute "Sales Manager" with needed JIRA user/users (group/groups).

 

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