Pipeline visibility and permissions

Limit which users see which pipelines and opportunities.

3 min read Updated 2026-04-24
  • Public pipelines — visible to every user in the workspace.
  • Private pipelines — visible only to admins and named users.
  • Per-user opportunity visibility — "Own only" means a rep sees only their own deals, "All" sees everything.
  • Manager view — managers can see their direct reports’ deals but not their peers’.