Managing Pipeline Permissions

HubSpot Ideas

Status: Idea Submitted

1

Hi! With the updates made to permissions, it is no longer simple to ensure your teammates have access to create/edit new pipelines. I have contacted two different support agents and neither have been able to find the setting anymore.

Recommendations:

  • Allow/require pipelines to be assigned to a team
  • Have a permission set “Access to pipelines” with the standard “Edit | View” with the options of “Everything, Team Only, Created Only.”
2

I agree with this, it would be good if there was a view only option. I would like to select staff to view a pipieline and they can search in it, but I don’t want them to make any updates.