Customising User roles

Customise user roles to grant access to specific parts of your CRM

When you decide to limit access to Atlas CRM, there will be four user roles available by default

1. Atlas CRM Admin

2. Sales employee

3. General employee

4. Viewer

You can add new user roles or edit existing user roles by selecting which permissions the users in this user role have.

You can view and alter the assigned permissions on the User roles page. The Atlas CRM Admin user role can not be edited.

View permissions

The list of permissions

Companies

Permission name	Description	Prerequisites and notes
View	View information about companies, including: Linked Jira issues Linked Confluence pages Comments Files
Add / edit	Create or edit existing companies, including: Linking/unlinking Jira issues Linking/unlinking Confluence pages Writing comments Uploading/deleting files	View
Single delete	Delete one existing company at the time	View
Bulk delete	Delete multiple companies at once	Single delete. Revoking this permission can be used to prevent users from selecting all companies and deleting them (accidentally).
Export	Export companies to CSV or XLSX format	View

Contacts

Permission name	Description	Prerequisites and notes
View	View information about contacts, including: Linked Jira issues Linked Confluence pages Comments Files
Add / edit	Create or edit existing contacts, including: Linking/unlinking Jira issues Linking/unlinking Confluence pages Writing comments Uploading/deleting files	View
Single delete	Delete one existing contact at the time	View
Bulk delete	Delete multiple contact at once	Single delete. Revoking this permission can be used to prevent users from selecting all contacts and deleting them (accidentally).
Export	Export contacts to CSV or XLSX format	View

Sales

Permission name	Description	Prerequisites and notes
View	View information about sales, including: Linked Jira issues Linked Confluence pages Comments Files
Add / edit	Create or edit existing sales, including: Linking/unlinking Jira issues Linking/unlinking Confluence pages Writing comments Uploading/deleting files	View
Single delete	Delete one existing sales at the time	View
Bulk delete	Delete multiple sales at once	Single delete. Revoking this permission can be used to prevent users from selecting all sales and deleting them (accidentally).
Export	Export sales to CSV or XLSX format	View
Sales report	View reporting on your sales	View

Settings

Permission name	Description	Prerequisites and notes
Import	Import companies and contacts into Atlas CRM	Add / Edit contacts Add / Edit companies
Companies template	Make changes to your companies template	Add / Edit companies
Contacts template	Make changes to your contacts template	Add / Edit contacts
Sales template	Make changes to your sales template	Add / Edit sales
Sales dashboard	Make changes to the gadgets on the sale summary (dashboard)	Changes made are visible to all users
Contacts dashboard	Make changes to the gadgets on the contact summary (dashboard)	Changes made are visible to all users
Companies dashboard	Make changes to the gadgets on the company summary (dashboard)	Changes made are visible to all users
Sales configuration	Configure sales funnel and change currency	Add / Edit sales
API tokens	Create new API tokens
Automations	Configure automations to make changes to Jira issues or Atlas CRM data	Add / Edit companies Add / Edit contacts Add / Edit sales
Jira user Sync	Make changes to the Jira User Sync settings	Add / Edit contacts
Access and user roles	Manage who can access Atlas CRM and specify their permissions	This permission can not be granted to a custom user role. Atlassian admins and users who have been assigned the default user role "Atlas CRM Admin" have this permission.

Effect of denying permission

Atlas CRM will hide interface elements such as navigation items and buttons when you are not allowed to perform these actions. A simple example is the navigation bar which will not show a sales menu item if you do not have the permission to view sales.

Permission to view sales.

No permission to view sales.

If a user tries to access a restricted page, for example when a colleague shares a link to a sale, Atlas CRM will show this page instead.

Access denied page.

Data on Jira issues

A link between an Atlas CRM customer or sale to a Jira issue is saved as an issue property in Jira. An issue-link consists of the ID and Name of the Atlas CRM customer or sale. This data is available to everyone who can view the Jira issue, for example by using the Jira REST API.

Any data that you make available in Jira Custom Fields will also not be restricted by Atlas CRM Permissions.

Issue panel status

The Atlas CRM linking panel shows the amount of linked customers and sales to the issue. However, detailed information is not shown when users do not have access to it.

Issue panel status showing 1 company, 2 contacts, 1 sale.

The sale data is not available if you do not have the view sale permission.