CRM Security Levels
To set security levels to issues user must have access to Set Issue Security at project's Permission Scheme.
In Issue Security Scheme create Issue Security Level to allow access to secured issues only to granted groups, users or roles.
On "Add User/Group/Project Role to Issue Security level" screen you can find CRM's Security groups:
|Security Group||Users who will have access to issues||How to set|
Contacts from any company specified for the issue. If the user is a contact of any CRM company specified the issue in the relevant custom fields, he/she will be granted with access to the issue.
If you use only the CRM Company field and assume the Reporter is the contact from this company, this security level will grant access to the Reporter's colleagues.
|How to set Reporter's colleagues access to issues|
|Company assignee||Assignee's colleagues (from the same company in CRM). If selected, this security level checks if the Company attribute of a user has the same value as the Assignee's one.|
Reporter's colleagues, employees of parent company, employees of all child companies and
employees of companies which have the same parent as reporter's company
|Add Parent and Child companies' attributes to CRM Company|
|Parent companies employees||Reporter's colleagues, employees of the parent company and employees of the parent company of the parent company||Add Parent and Child companies' attributes to CRM Company|