new
Opportunities and Pipelines
Pipeline Permissions
What’s New?
- Admins can now assign pipelines to specific users or roles with three access levels:
- View Only– Default access - Update opportunities inside the pipeline but can’t edit or reorder stages.
- Edit– Full control to edit/delete pipelines and stages.
- No Access– Pipeline is hidden across web, mobile, and API.

- Admins always retain full edit/delete access to all pipelines.
- Safeguards prevent revoking access from opportunity owners.

- Audit logs record all permission changes for accountability.

- Mobile app updates reflect permissions instantly.
- Linked elements (dashboards, reports, forms, workflows) automatically respect visibility settings.
How to Use
- Navigate to Settings → Pipelines.
- Select a pipeline → assign permissions by user or role.
- Choose View, Edit, or No Access.
- Use Bulk Reassignment when revoking access for opportunity owners.
Why This Matters
- Enhances data security and reduces accidental edits.
- Provides role-specific clarity, so teams see only what’s relevant.
- Supports scalability in multi-team environments.