My company has a workflow that requires one side of the company (claim specalists) to deal with sensitive information of individuals (under contacts) and the other side of the company (sales) to work with companies and contacts to partner with our company. While the claims side needs to be set to private to whoever is working the account, the sales side idealy needs to be able to see everything but the contacts that are in the claim pipeline.
It would be great to have a permission setting that would allow for the sales side to see all the sales relevent contacts, yet not be able to see the individuals filing claims.
I think many customers would benefit from more flexibile permissions sets, including ones where you could restrict object viewing by pipeline rather than ownership. Thanks!
This is critical need for us, we have world wide teams that in some cases are competing for the same business, even being able to see the title of their competitors pipeline would provoke security questions. I have yet to test but the fact they could mistakenly enter a deal into not just the incorrect pipeline but a competitors becasue permissiona only set as can see all their team or their own deals doesn't prohibit them accessing and mistakenly entering a deal in the wrong pipeline.
For enterprise clients that have multiple national divisions or international divisions, pipelines can vary by region. It's silly that we couldn't have a team-based setting to restrict viewing the various other pipelines that may not be relevant to a team. At the moment no options to have that level of permission settings. This is a must for many users with various sales pipelines. I'm new at using the ideas section so I hope I am providing my feedback in the right spot. Cheers
Our business also has different divisions all with different pipelines and it is not necessary, or sometime apporpriate, for all users to be able to see all the other division pipelines. Limiting access by user to certain pipelines is required.
Voting on this feature - granting specific permissions by pipeline is crucial if you are to maximize your use of the platform. Disappointing that this feature has been commented on for three years without much progress!
Would very much like this feature to be added. It would vastly improve the functionality of the deals function especially with a team that has many users.
Thank you for your incredible patience here. The team is happy to announce that we will be releasing pipeline permissions, which will allow admins to grant/restrict pipeline access by users and teams, to private beta shortly. If you have any professional or enterprise plan and would like to get early access to this feature, please fill out this form.