User permissions and pipelines access currently act as two seperate layers. A user's deal/ticket permissions will apply to all sales/service pipelines they have access to. It would be great to have a little more flexibility and be able to upgrade/downgrade a users permissions based specific pipelines.
Currently, a user whose deal viewing permissions are set to 'Deals their team owns' will be able to see all their teams' deals in any pipeline they have access to. I'd like to be able to give a user 'Everything' view access to one pipeline while giving them 'Deals their team owns' view access to another.
Weitere Ideen mit folgender Beschriftung anzeigen:
Thanks for suggesting this idea. Wanted to clairfy the use case. In this case, the user's Deal access would contradict the Pipeline access, is that right? So potentially a user will gain access to more Deals that their permissions say they have. Would love to understand that a bit more and the intersection of access you have in mind here. Happy to talk about that as a DM if you want to send more specifics.
Our user needs to see only the tickets they own for pipeline A, but they need to see all tickets in pipeline B.
Sie müssen ein registrierter Benutzer sein, um hier einen Kommentar hinzuzufügen. Wenn Sie sich bereits registriert haben, melden Sie sich bitte an. Wenn Sie sich noch nicht registriert haben, führen Sie bitte eine Registrierung durch und melden Sie sich an.
