Restrict User Access to Pipelines
K
Kenny Yeglinski
Needs to be a way to turn off the ability to have a user see all pipelines. There should be an option for them to only see theirs. Not all companies share data and it can be confusing for users if they can see and even select other peoples pipelines
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C
Caleb Christopher
Yeah. Especially if I have different divisions, or pipelines that are attributed to various salespeople who don't need access to one another's pipeline status...
In my Bitrix CRM (because we do have pipeline-level permissions) I created a pipeline for recruiting and HR, and candidates / staff members progress through those pipelines and we use automations etc. That's super handy to have staff and customers in one place and to be able to do HR management within the same platform as customer management.