[Video] Setting permissions for a private pipeline



You can set permissions for which user group can access your pipeline right from the Pipeline Options modal.

To get started:

  1. Navigate to the Deals page in your account and select your pipeline from the Pipeline Dropdown by clicking it.


  2. Click the cog next to the pipeline’s name and select “Options.”


  3. Select which user group should have access to this pipeline, or select “All Groups.”


  4. When finished, click “Save.”


For in-depth information about user permissions, please see this guide.

Note: This feature is available on Plus, Professional, and Enterprise accounts. 

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