Adding your Team Members

Pipeline creators and Admins can manage team access through the Teams section of the Sales CRM settings.

Adding Members to a Pipeline

To grant a user access to your pipeline settings:

1. Navigate to Settings by clicking on the name of your pipeline on the left tab → Pipeline Settings.

2. Go to the Members Tab

3. Add your members to the pipeline.

4. Determine their roles (User vs. Admin)

Open

Unique Pipeline Access

Access is managed on a per-pipeline basis. Each pipeline maintains its own unique team list, allowing different departments (e.g., Marketing, Sales, IT, or CSM) to operate in isolated environments tailored to their specific workflows and processes.

Managing Permissions

The Teams section is also where you define user roles and visibility levels:

• User: Users can work on deals and update information.

• Admin: Users have full control over pipeline settings and team management.

• Active Status: the user is active on the pipeline.

Related Documentation:

• Detailed Settings Overview

• Admin vs. Active Permissions Breakdown