How to restrict access to a pipeline in ActiveCampaign

The Deals CRM feature is available on the following plans:

  • Plus
  • Professional
  • Enterprise

You can use permissions to restrict access to any pipeline in your ActiveCampaign account.

1. Click "Deals" to navigate to the Deals page. 

2. Click the pipeline dropdown then click the pipeline you wish to restrict access to. 


3. Click the gear icon next to the pipeline’s name and click “Options.”


4. The "Pipeline Options" modal will open. Click the "Group Access" dropdown.

5. Click the groups who you want to grant access to. You can select more than one group by holding the Shift key on your keyboard as you select your preferred groups.

6. When finished, click “Save.”

pipeline options modal
Was this article helpful?
0 out of 0 found this helpful

Have more questions? Submit a request

Start free trial