Pipeline Permissions

Updated: October 08, 2025

We’ve added granular pipeline visibility controls so admins can restrict which users or roles can see, edit, or access pipelines. This ensures teams only work on relevant pipelines, improving security, clarity, and workflow efficiency.

What’s new:

• Assign pipelines to specific users or roles with 3 levels of access:

  • View Only – can update opportunities but not edit pipeline stages.

  • Edit – full pipeline and stage editing.

  • No Access – pipeline hidden across web and mobile.

• Admins always retain full access (edit/delete) to all pipelines.

• User safeguards: system prevents revoking access if the user owns opportunities in that pipeline (prompt to reassign owners).

• Audit logging: all pipeline permission changes are recorded with timestamps, actors, and details.

• Linked elements: dashboards, reports, forms, and workflows adapt automatically to visibility rules.

• Mobile support: permissions sync instantly, so hidden pipelines/opportunities don’t appear on mobile.

• Error handling: clear messaging when a user tries to access a revoked pipeline.

How to use it:

1. Go to Settings >  Opportunities & Pipelines > Pipelines > Select the Key icon on the far right

2. Select a pipeline and assign user/role permissions.

3. Choose View, Edit, or No Access.