Who can see each pipeline

For each pipeline, give each role or person edit, view or no access. View means they can open and see the deals, but not move or change them. Owners and managers always have full access.

Updated October 17, 2026

Each pipeline has its own access, set under Who can use it on the pipeline in Settings → Pipelines:

  • Edit: everything, including adding, changing and deleting its deals;
  • View: see them only. They can open the deals and read everything, but can't move them between stages, win or lose them, or change anything (fields, tags, followers, contacts, notes, files or tasks on them). The board says View only — you can open opportunities but not move or change them.
  • No access: the pipeline is hidden from them everywhere: lists, boards, searches, exports and the API.

Setting it

Set Everyone else (the default, Edit to start with), the Staff role, and, for a person who needs something different, their own level (or Use the default). A person's own level wins over their role's.

Owners and managers, and your agency's own people, always have full access to every pipeline; their level can't be lowered.

Nobody is cut off from their own deals

You can't set someone (or their role) to No access on a pipeline while they own open deals in it. The message names them: give their deals to someone else first.

How it fits with other switches

Pipeline access works on top of the person's role and switches. Someone with Only contacts assigned to them sees, in the pipelines they can reach, only the deals they own or follow. Can't delete opportunities and Can't export opportunities still apply on pipelines they can edit.

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