Update User Management in Atlas CRM

We are happy to extend the user access management functionality in Atlas CRM.

Previously, you were only able to grant or deny access to Atlas CRM. The new user access management feature brings you more customization options and 4 built-in permission roles. The roles are highly customizable. It’s your choice to add new roles or edit existing ones.

We distinguish 4 pre-defined permission roles:

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Why set permissions?

Is a colleague often waiting for you to implement a change to Atlas CRM? The new permission roles allow you to speed up processes by enabling colleagues to alter templates or Atlas CRM settings themselves.

You will save time and optimize your working processes.

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Quickly allocate roles

There are two ways to add users to Atlas CRM and allocate roles. You can choose to manually add users and appoint a certain role to them. Or, you can use use bulk selection and add users that belong to a certain Jira group.

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Get started with Atlas CRM permissions

Do you want to learn more about Altas CRM permissions? Check out our documentation for more information or contact us via our support channel.

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