User Access Permissions

Tired of giving everyone the keys to the kingdom? With Pipeliner CRM’s UserUser User means a person who uses or consumes a product or a service, usually a digital device or an online service. Roles and Access Permissions, you get a powerful security framework that’s as flexible as it is robust. Instead of a one-size-fits-all approach, you can precisely define what each user can see and do, empowering your team while protecting your most valuable dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning..

Stop worrying about unauthorized changes, accidental deletions, or data visibility issues. Our intuitive controls allow you to create a secure, streamlined environment that’s optimized for your business needs.

Key Benefits

• Protect Your Data: Define granular access rights to ensure sensitive information is seen only by the right people. Restrict users from deleting records, changing ownership, or accessing specific pipelines.
• Boost Productivity: Give each team member exactly what they need to succeed—no more, no less. Tailor access to specific records and features, eliminating distractions and simplifying their workflow.
• Streamline Management: Pipeliner CRM’s role-based system makes administration a breeze. Create a custom role once and apply it to a group of users. Need to update permissions? Edit the role, and the changes are instantly inherited by everyone assigned to it.
• Maintain Consistency: Ensure your team operates under a unified and secure framework. Whether it’s a new hire or a department-wide change, Pipeliner CRM helps you enforce company policies consistently.

How It Works: Precision Control at Your Fingertips

Hierarchical Access Levels: Control who sees what. Define access to records based on your company’s sales unit hierarchy. You can set it so users see only their own records, records within their team, or all records across the entire organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.)..

Read/Write Permissions: Set permissions for core entities like Accounts, Contacts, Leads, and Opportunities. Grant full write access, read-only permissions, or special rights for managers.

Granular Feature Control: Beyond basic record access, you have total control over what your team can do.

• PipelinePipeline Sales pipelineis a visual representation of the stage prospects are in the sales process. Access: Restrict users to specific pipelines, ensuring they focus on relevant deals.
• Email Sharing: Set default sharing rights for emails and decide who can delete them.
• Common Records: Manage permissions for who can create, share, or delete essential assets like Reports, Dashboards, and Email Templates.

Real-World Examples: Build the Perfect System for Your Team

• The Sales User: Create a role that gives sales reps read/write access to their records but read-only access to their team’s data. Restrict them from creating custom reports or deleting company-wide templates to maintain data integrity.
• The Sales ManagerSales Manager Sales Manager is an executive who leads a sales unit, team or department by setting goals and meeting targets, formulating plans and policies, designating tasks, and developing salespeople.: Design a manager role with enhanced permissions. Give them full editing rights for their team’s opportunities and the ability to change record ownership. You can also grant them access to custom dashboards that provide a complete overview of their team’s performance.
• The Power User: For your administrators or “super users,” create a special role with the authority to delete any record, report, or dashboard—regardless of who created it.