...
Permission name
...
There are two permission types: Admin and User. These permissions can be set and managed in the teams' section of the settings .
The owner of a pipeline will have the Admin permissions by default.
The table below breaks down the permission in more details.
Permission type | Section | Admin | User | ||
|---|---|---|---|---|---|
READ_RULEView Automation Rule | Automation |
|
| ||
Create Automation Rule | Automation |
|
| ||
Update Automation Rule | Automation |
|
| ||
Delete Automation Rule | Automation |
|
| ||
READ_SALE | Sale View Deal | Deal Pipeline Dashboard Report Export CSV |
|
| CREATE_SALE |
Sale Create Deal | Deal Pipeline |
|
| ||
UPDATE_SALE | Sale Update Deal | Deal Pipeline |
|
| DELETE_SALE |
Sale Delete Deal | Deal Pipeline |
|
| ||
_ACCOUNTView Account | Account Management |
|
| ||
_ACCOUNTCreate Account | Account Management |
|
| ||
_ACCOUNTUpdate Account | Account Management |
|
| ||
_ACCOUNTDelete Account | Account Management |
|
| ||
_CONTACTView Contact | Contact Management |
|
| ||
_CONTACTCreate Contact | Contact Management |
|
| ||
_CONTACTUpdate Contact | Contact Management |
|
| ||
_CONTACTDelete Contact | Contact Management |
|
| ||
_MEMBERUpdate Member | Setting |
|
| ||
_WORKSPACEDelete Pipeline | Setting |
|
| ||
_WORKSPACECreate Pipeline | New Pipeline |
|
| ||
_WORKSPACEView Pipeline | My Pipeline |
|
|
