Setting up Access to Objects

Access Section Overview

To set up the granular access to CRM app functionality navigate to Jira Administration → CRM → Access.

The permissions to be granted to the group(s) of users. You can define the "entry-level" security you should specify the attribute of the entry containing the user(s) who should have permission. The "Jira user" and "Jira groups" attributes are available.

In the example above, all jira-software-users can browse company information, but only the user selected in the Manager attribute for the particular company can edit the company information.

Permissions

In the Assess section you can grant the following permissions to users:

Permission	Explanation
CRM Access
Access to main menu CRM	Ability to navigate to the CRM section on the upper panel in Jira and reach the list of available directories. Example
Companies Permissions / Contacts Permissions / Directories Permissions / Products & Services Permissions(to be set up separately, but have the same settings)
Page access	Ability to access the directory within CRM and browse the list of entries. Example
Card view	Ability to open a particular entry card in read-only mode from an issue where this company is selected. Example
Edit	Ability to edit entry information within a card view (from an issue or directly in CRM). Example
Add	Ability to add a new entry to the directory. Example
Remove	Ability to remove an entry from the directory. Example Example
View issue products&services (Products & Services Permissions only)	Ability to view the information related to the Products & Services selected in the issue (to view the CRM Products & Services field within Jira issues). Example
Order details edit (Products & Services Permissions only)	Ability to edit the information related to the Products & Services selected in the issue (to edit the CRM Products & Services field within Jira issues). Example
Reports Permissions
Reports page access	Ability to access the Reports section within CRM and browse the list of available reports. Example
Products Report Access	Ability to browse the Products report information (see CRM Products Report).
Worklogs Report Access	Ability to browse the Worklog report information (see CRM Worklogs Report).
Other Permissions
Export	Ability to export the directories' entries (see Importing/Exporting Data) Example
Direct Mail	Ability to send emails directly to the selected contacts (see Direct Mail). Example
Show feedback button	Ability to view and use the Feedback button on the CRM side menu. This button will redirect you to the Teamlead's contact form. Example
Import	Ability to import the directories' entries (see Importing/Exporting Data). Example

Bulk Permissions Granting

You can give the particular permission to several groups at once using the Grant permissions to groups button. To give all permissions to the selected groups, press Grant all permissions.

Disabling Ability to Create CRM Entries From Issues

Disable the ability to create new CRM records via CRM fields in JIRA issues setting can be used to restrict new CRM entries creating (Companies, Contacts) from Jira issues.

It's highly recommended to use this option if you have the mandatory fields in the CRM entries, because of ignoring the mandatoriness while creating an entry from an issue.