Pipeline Permissions

With Pipeline Permissions, you can now control which users or roles have access to specific pipelines. This ensures your team only sees the pipelines relevant to them, reducing clutter and improving data security.

TABLE OF CONTENTS

• How to Access Pipeline Permissions
• Permission Levels
• Sharing Options
• Safeguards
• Audit Logs

How to Access Pipeline Permissions

1. Navigate to Opportunities → Pipelines.

2. Find the pipeline you want to configure.

3. Click the “Manage Permissions” icon (lock icon).
   

4. The Sharing & Permissions panel will open on the right side of your screen.
   

Permission Levels

When assigning permissions, you can choose between three access levels:

• View Only

  • Users can view the pipeline and manage opportunities inside it.

  • They cannot edit or reorder pipeline stages.

• Edit

  • Users can fully edit or delete the pipeline.

  • Includes updating and reordering stages.

• No Access

  • The pipeline is hidden from the user across web, mobile, and API.

Note: Admins always retain full access to all pipelines.

Sharing Options

Inside the Sharing & Permissions panel, you’ll find three options:

1. Share with all users

   • Default setting, applies to everyone.

   • You can set the default to View Only or Edit.

2. Share with selected users

   • Choose specific users or roles and assign them View, Edit, or No Access.

   • Add users via the Select Users dropdown.
     

3. Exclude specific users

   • Hide the pipeline from selected users.

   • Useful when most of your team needs access, but you want to restrict a few.
     

Safeguards

• You cannot revoke access from a user who owns opportunities in that pipeline.

• If you try, you’ll see a prompt asking you to reassign those opportunities first.

Audit Logs

All permission changes are tracked in the Audit Logs for accountability.

• Navigate to Settings → Audit Logs.

• Filter by Pipeline Permissions to view who changed what, and when.