Atlas CRM Cloud
  • Atlas CRM Cloud
  • Release notes 2025
  • Release notes 2024
  • Release notes 2023
  • Release notes 2022
    • November 21st
    • September 8th
    • June 14th
    • June 1st
    • May 19th
    • May 11th
    • March 31st
    • March 15th
    • March 9th
    • March 2nd
    • February 21st
    • February 16th
    • February 4th
    • February 2nd
    • January 22nd - Atlas CRM 2.0
    • January 13th
    • January 10th
  • Getting started
    • Checklist
    • Core concepts
    • Installation
    • Language settings
    • Pricing
  • User functionalities
    • Companies
    • Contacts
    • Sales
    • Jira issues
    • Interactions
      • Manual Interactions
      • Gmail Integration
        • Installation
        • Feature overview
        • Admin settings
      • Outlook Integration
        • Installation
        • Feature overview
        • Admin settings
      • Jira Service Management Requests
    • Custom JQL
      • Practical examples
      • Queues in Jira Service Management
      • Gadgets on dashboards
      • Custom JQL automations
    • Confluence pages
    • Export
    • User preferences
  • Gmail integration
  • Admin configuration
    • Templates
    • Import
    • Sales configuration
    • Atlas CRM data on Jira issues
    • Access and User roles
      • Granting access to Atlas CRM
      • Customising User roles
    • Automations
      • Triggers
        • Issue created
        • Issue comment added
        • Issue updated
        • Contact linked to issue
        • Company linked to issue
        • Sale linked to issue
      • Actions
        • Link company based on custom field
        • Link contact based on custom field
        • Link contact based on reporter's email
        • Link company based on reporter's email
        • Copy template fields to custom fields
        • Link a linked company
        • Link a linked contact
        • Log issue as interaction
      • Configure an automation
        • Select trigger and actions
        • Publishing your automation
        • Disabling an automation
    • User synchronization
    • JSM Connect
    • API
      • Authentication
      • Endpoints
  • Privacy / Security
    • Security policy
  • Relevant links
  • Marketplace
  • Support
  • Roadmap
  • Server / Data Center documentation
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On this page
  • Selecting specific users
  • Add users in bulk
  • F.A.Q.

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  1. Admin configuration
  2. Access and User roles

Granting access to Atlas CRM

Last updated 3 years ago

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Once you have decided to limit access to Atlas CRM, you will have to opportunity to grant access to specific users on the Access page.

Selecting specific users

If you want to add a few people to Atlas CRM, you can use the Add users button to manually select users and a desired user role.

Add users in bulk

If you're looking for a quick way to add more users to Atlas CRM, you can use the Bulk add group button to quickly select all users that are member of a certain Atlassian user group.

F.A.Q.

Who can manage Atlas CRM access? Access can be managed by Atlassian admins and users who have been granted the user role Atlas CRM Admin.

What happens when a user becomes an Atlassian admin? When this users signs in to Atlas CRM again, they will lose their assigned user role and will be recognised as an Atlassian admin by Atlas CRM. To force signing in again, logout by clicking the button in the Atlas CRM menu.

What happens when a user's Atlassian administrator rights have been revoked?

The user will lose access to Atlas CRM within 24 hours and must be granted a user role.

Customising User roles
Users that have access to Atlas CRM
Select users that you want to add to Atlas CRM
Add users in bulk by selecting an Atlassian user group
Logout of Atlas CRM