Permissions in the CRM funnel

You can also change users' access permissions directly in the pipeline.

But remember: the main setting responsible for controlling permissions comes from the permissions group, click here to learn more.

See the step-by-step below:

1. Go to CRM

1. Click on pipeline settings, go to Pipeline List, and click on Settings

1. At the bottom you will see the Pipeline access permissions with the following options:

• User owner and/or owning department - indicates the user/department responsible for creating the pipeline

• Only owner and people from the department and subdepartments - refers to assigning to the pipeline owner, and may include departments and subdepartments.

• Specific people and departments - indicate specific people and departments.

• All departments - Everyone will have access to the pipeline.

Choose the desired option and save the setting.