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

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

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

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 type, for example an attribute "Sales Manager". See more: 5.4.2.1 Set up Companies Directory
  2. Restrict CRM permissions depending on that attribute. See there:  5.4.1 Setting up Access to Objects
  3. Open  a Company card and set the attribute "Sales Manager" with needed JIRA user (users).

 

  • No labels