Customising User roles
Customise user roles to grant access to specific parts of your CRM
Last updated
Customise user roles to grant access to specific parts of your CRM
Last updated
When you decide to limit access to Atlas CRM, there will be four user roles available by default
Atlas CRM Admin
Sales employee
General employee
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.
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.
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.
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.
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.
| Permission name | Description | Prerequisites and notes |
|---|---|---|
| Permission name | Description | Prerequisites and notes |
|---|---|---|
| Permission name | Description | Prerequisites and notes |
|---|---|---|
| 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
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
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
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.
