Be able to assign or block pipelines or lock them for view only
complete
J
Jesse St. John
to assign user to specific pipelines only, also to be able to enable view only access so opportunities cant be moved
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P
Pallavi Kothari
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It is now possible to show or hide pipelines only to specific users in your location.
You can read more about this here - https://help.gohighlevel.com/en/support/solutions/articles/155000006523-pipeline-permissions-in-highlevel
C
Carissa Bennett
Pallavi the ‘view only’ option doesn’t seem to be ‘view only’ as people can still move or update opportunities in a pipeline. Will there be a true view only option? I really need this for my team.
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Pallavi Kothari
Merged in a post:
Granular permissions for certain pipelines 9only access, view or edit certain pipelines)
D
Daniel Ndaya
P
Pallavi Kothari
Merged in a post:
Control Team access to certain Pipelines/Opportunities
A
Allan Costa
Right now, a Team member can view any Pipeline & Opportunity - even deals that aren't assigned to them.
I'm requesting that a feature be added to where we can control which Pipelines a user can view & whether a User can view either "All Deals", "Deals Assigned to them", and/or "Deals that match certain criteria (tags, engagement, etc,)"
B
Brian Newbury
A very good recommendation as on the operator side segmenting the business intel is extremely important.