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How to Set Up a Pipeline Team on Pipeline Deals

Article author
Zendesk Admin
  • Updated

Now, you can set access for pipelines based on teams. This is to ensure that only authorized teams can open certain pipeline deals. Here are the steps to set up a Pipeline Team in Pipeline Deals.

Important
1. This feature only applies to users who are part of a 'TEAM'. If they are not assigned to any team, they can see all pipelines.
2. This feature only limits access to the Pipeline Deals index. Users can still see deals from other pipelines when accessing them directly via the URL according to the settings in the User Permissions menu.
3.This restriction will also apply to all roles, including 'Admin' and 'Owner'. In this case, the Admin and Owner roles will only have access to the pipelines specified in the pipeline team settings.

  1. Log in to your CRM account and select the Properties menu.
  2. Then click the "Deals" tab.
    1.png
  3. After that, on the Ticket Properties page, select the "Deal Properties" tab. There are 2 methods for adding a Pipeline team, namely through one of the Pipelines that have been created and through Create New Pipeline.
    2.png
  4. Next, if you want to select a Pipeline team through a Pipeline that has been created, you can click the Edit icon as shown in the following display.3.png
  5. Scroll down the page and in the Team column, enter the name of the team that will have access to the Pipeline.
    4.png

    From the example above, there are 5 out of 6 teams that will have access to the pipeline, and there is an exception for 1 team in which case, the team will not be able to see the Pipeline.

  6. Then click "Save Pipeline".
    5.png
  7. If you want to select a Pipeline team through a Pipeline that has not been created, click "Create New Pipeline".
    6.png
  8. To be able to add a Pipeline team, scroll down the page, then in the Team column, enter the name of the team that will have access to the Pipeline.
    7.png
  9. Then click "Create Pipeline".
    8.png
  10. The Pipeline team settings that have been made will be applied to the main page on the Deals menu.
    9.png
  11. Then these settings will also be applied when duplicating Deals as shown in the following display.
    10.png
  12. In addition, Pipeline Team settings will also be applied when creating Deals from the sidebar menu.

That is how to set up a Pipeline Team in Pipeline Deals.

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