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:
Go to CRM

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

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.
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