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.

    Deals_then_pipeline.png

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

    pipeline_options.png

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

    Permissions_dropdown.png

  4. When finished, click “Save.”

    Click_save_pipeline.png

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

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