Admins can now control access to the Create Pipeline action through a dedicated permission setting.

What's New

A new permission has been added for the Create Pipeline action.

Admins can grant or restrict the ability to create pipelines on a per-role basis.

Users without this permission are unable to Create, Clone, or Duplicate pipelines.

Who's Affected

Agency Admins and Account Admins managing user roles and permissions.

Sub-account users whose pipeline creation access depends on their assigned role.

How to Use

• Go to Settings → My Staff → select a user → Roles & Permissions.
• Locate the Opportunities section.
• Toggle the Create Pipeline permission for the relevant roles.

• Save your changes — the access control takes effect immediately.

Note: The Create Pipeline permission gates all pipeline creation actions, including Clone and Duplicate. Users without this permission will not be able to perform any of these actions.