Skip to main content

How to restrict visibility of companies?

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

  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).

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.