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Pipeline visibility

Steven Reinartz, November 13, 2024

With the pipeline visibility feature, you can decide which pipelines your users can see and, by extension, which data they have access to.

Setting up pipeline visibility

Note: Users with deals admin or account settings admin permissions still have access to all pipelines, regardless of restriction.

Go to Manage users > Visibility groups and select the grid under Deals.

You can choose which pipelines your visibility group can access by checking or unchecking their corresponding boxes, then clicking “Save.”

Note: If you’re on an essential or advanced plan, you only have one default visibility group, so these changes will apply to every non-admin user.

After confirming your choice, you’ll see a preview of the changes:

If you have your pipeline visibility limited, the blocked pipelines will disappear from the drop-down view when viewing pipelines.

You won’t be able to access deals from these pipelines, and they won’t appear in list views or search and filter results.

Note: All users must have at least one pipeline visible.

Filtering

A new filter condition will appear in the deals app when using the pipeline visibility feature, showing whether a user has a deal they own in a pipeline they can no longer access.

To see these deals, select Deal > Owner > is restricted from pipeline.

Note: This filter won’t make these deals visible to users without pipeline visibility.

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