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Permission name
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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 |
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Create Automation Rule | Automation |
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Update Automation Rule | Automation |
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Delete Automation Rule | Automation |
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_RULEImport Records | Automation |
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READ_SALE | Sale View Deal | Deal Pipeline Dashboard Report Export CSV |
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| CREATE_SALE |
Sale Create Deal | Deal Pipeline |
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UPDATE_SALE | Sale Update Deal | Deal Pipeline |
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| DELETE_SALE |
Sale Delete Deal | Deal Pipeline |
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_ACCOUNTView Account | Account Management |
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_ACCOUNTCreate Account | Account Management |
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_ACCOUNTUpdate Account | Account Management |
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_ACCOUNTDelete Account | Account Management |
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_CONTACTView Contact | Contact Management |
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_CONTACTCreate Contact | Contact Management |
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_CONTACTUpdate Contact | Contact Management |
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_CONTACTDelete Contact | Contact Management |
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_MEMBERUpdate Member | Setting |
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_WORKSPACEDelete Pipeline | Setting |
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_WORKSPACECreate Pipeline | New Pipeline |
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_WORKSPACEView Pipeline | My Pipeline |
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