Permission
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 |
|---|---|---|---|
View Automation Rule | Automation | ||
Create Automation Rule | Automation |
|
|
Update Automation Rule | Automation |
|
|
Delete Automation Rule | Automation |
| |
Import Records | Automation |
| |
View Deal | Deal Pipeline Dashboard Report Export CSV |
|
|
Create Deal | Deal Pipeline |
|
|
Update Deal | Deal Pipeline |
|
|
Delete Deal | Deal Pipeline |
|
|
View Account | Account Management |
|
|
Create Account | Account Management |
|
|
Update Account | Account Management |
|
|
Delete Account | Account Management |
|
|
View Contact | Contact Management |
|
|
Create Contact | Contact Management |
|
|
Update Contact | Contact Management |
|
|
Delete Contact | Contact Management |
|
|
Update Member | Setting |
|
|
Delete Pipeline | Setting |
|
|
Create Pipeline | New Pipeline |
|
|
View Pipeline | My Pipeline |
|
|