Can you limit individual users in your view of projects or specific pipelines?

Lucas Kimmich-Hetzel
Lucas Kimmich-Hetzel Member Posts: 4
edited July 2023 in Sales CRM #1

I would like to prohibit users who do not participate in certain projects from viewing them. Is this possible?

Answers

  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    #2

    Hi Lucas!

    You can limit individual user views in Pipelines but not in Projects as far as I know.

    In Pipelines, you can do it by changing the visibility setting on the top right to Only Owner (and followers). Then your project managers can add other coworkers to the project by adding them as a follower.

    You can also set up group visibility settings to always make deals Only Owner and followers by default.

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