Pipeline Permissions

Creating Groups with like-Pipeline Permissions

Pipeline permissions have been updated. You can create groups with like-pipeline permissions access, and group people with the same permissions instead of having to do each user one by one. Allow groups to only see deals they are involved with, create new rooms, and have edit or view only access to deal card details.

This update gives teams more control over their groups' pipeline permissions.

Setting New Permission Sets

New Permission Sets Continued

Additional Update Information:

• Add as many permission groups as needed
• Set up who can create new deals on a group level - new feature
• Set up who can edit and manage deals in pipeline - if disabled, users will still see deal data, but will not have the ability to not change anything - new feature
• Set access to BI Reports on a user level (not group); grant access to a user of a group, reporting with either viewer, or editor abililty (can create reports)
• Set access to the default organization settings on a user level; use to edit an organization's name, pipeline phases, custom fields, and room customization
• The new permissioning system is fully compatible with the old one