diff --git a/doc/user/crm/index.md b/doc/user/crm/index.md index 557eebad1b047a72e8d270f0f685180bdd7b1bd4..45c781a7e6eb50bdeb590e14701b610ac47fae6d 100644 --- a/doc/user/crm/index.md +++ b/doc/user/crm/index.md @@ -25,12 +25,12 @@ For more information about what is planned for the future, see [issue 2256](http ## Permissions -| Permission | Guest | Reporter | Developer, Maintainer, and Owner | -| ---------- | ---------------- | -------- | -------------------------------- | -| View contacts/organizations | | ✓ | ✓ | -| View issue contacts | | ✓ | ✓ | -| Add/remove issue contacts | | ✓ | ✓ | -| Create/edit contacts/organizations | | | ✓ | +| Permission | Guest | Group Reporter | Group Developer, Maintainer, and Owner | +| ---------- | ---------------- | -------------- | -------------------------------------- | +| View contacts/organizations | | ✓ | ✓ | +| View issue contacts | | ✓ | ✓ | +| Add/remove issue contacts | | ✓ | ✓ | +| Create/edit contacts/organizations | | | ✓ | ## Enable customer relations management (CRM) @@ -54,7 +54,7 @@ To enable customer relations management in a group or subgroup: Prerequisites: -- You must have at least the Reporter role for the project. +- You must have at least the Reporter role for the group. To view a group's contacts: @@ -67,7 +67,7 @@ To view a group's contacts: Prerequisites: -- You must have at least the Developer role for the project. +- You must have at least the Developer role for the group. To create a contact: @@ -84,7 +84,7 @@ contacts using the GraphQL API. Prerequisites: -- You must have at least the Developer role for the project. +- You must have at least the Developer role for the group. To edit an existing contact: @@ -118,7 +118,7 @@ To change the state of a contact: Prerequisites: -- You must have at least the Reporter role for the project. +- You must have at least the Reporter role for the group. To view a group's organizations: @@ -132,7 +132,7 @@ To view a group's organizations: Prerequisites: -- You must have at least the Developer role for the project. +- You must have at least the Developer role for the group. To create an organization: @@ -150,7 +150,7 @@ organizations using the GraphQL API. Prerequisites: -- You must have at least the Developer role for the project. +- You must have at least the Developer role for the group. To edit an existing organization: @@ -173,7 +173,7 @@ issues are linked to contacts matching the email addresses in the sender and CC Prerequisites: -- You must have at least the Reporter role for the project. +- You must have at least the Reporter role for the group. To view a contact's issues, select a contact from the issue sidebar, or: @@ -185,7 +185,7 @@ To view a contact's issues, select a contact from the issue sidebar, or: Prerequisites: -- You must have at least the Reporter role for the project. +- You must have at least the Reporter role for the group. To view an organization's issues: @@ -198,7 +198,7 @@ To view an organization's issues: Prerequisites: -- You must have at least the Reporter role for the project. +- You must have at least the Reporter role for the group. You can view contacts associated with an issue in the right sidebar. @@ -210,13 +210,11 @@ You can also view issue contacts using the [GraphQL](../../api/graphql/reference/index.md#mutationcustomerrelationsorganizationcreate) API. -### Add or remove issue contacts +### Add contacts to an issue Prerequisites: -- You must have at least the Reporter role for the project. - -### Add contacts to an issue +- You must have at least the Reporter role for the group. To add [active](#change-the-state-of-a-contact) contacts to an issue use the `/add_contacts [contact:address@example.com]` [quick action](../project/quick_actions.md). @@ -227,6 +225,10 @@ API. ### Remove contacts from an issue +Prerequisites: + +- You must have at least the Reporter role for the group. + To remove contacts from an issue use the `/remove_contacts [contact:address@example.com]` [quick action](../project/quick_actions.md).