how to manage teams' access and assign them to pipeline

[SNeo]

Hi, I have 2 questions:

1. I managed to set up 2 teams. Now how do I manage which team can see which pipeline (I also set up 2 types of pipelines under "deal")?

2. If I am the superuser who should be able to see and edit everything in system. Should I still put myself under any of the teams? The primary and additional users function doesn't seem to fulfill this purpose.

[karstenkoehler · Accepted solution]

Hi @SNeo,

You can manage access to pipelines via the Settings > Object > Deals > Pipelines:

(There isn't any documentation which subscription is needed to access this, you might not have this in your account.)

Regarding your team membership, correct, this does not change your access level at all. You can add yourself simply for organizing users into groups.

Best regards!

[SNeo]

thanks