Adaptive AI Knowledge Base
Contacts, CRM & Pipelines
Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their role. This article shows how to manage Pipeline Permissions in Adaptive AI.
What are Pipeline Permissions?
Pipeline Permissions define visibility and editing rights for individual pipelines inside Opportunities. Admins can grant access to everyone, target specific roles/users, or explicitly exclude users—without changing broader sub-account roles. This granular visibility keeps data secure and lets sales teams focus only on the deals that matter to them.
Key Benefits of Pipeline Permissions
How To Manage Pipeline Permissions
Follow these steps to configure who sees and edits each pipeline while protecting stage structure and sensitive revenue data.
- 1Go to Opportunities → Pipelines.
- 2Click the Key icon next to the pipeline name to open Manage permissions.
- 3Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
- 4For each included user/role, set an Access level: View Only, Edit, or No Access.
- 5Click Copy link to share direct access with teammates who already have permission. (Optional)
- 6Click Save to apply.
Sharing Modes for Pipeline Permissions
Three flexible ways to share each pipeline let you mirror any org structure.
Access Levels for Pipeline Permissions
Clear labels make it obvious what each person can do.
Audit Logs & Safeguards for Pipeline Permissions
Adaptive AI automatically logs every create, update, or revoke action with user, pipeline, action, and timestamp for 60 days. This audit trail simplifies troubleshooting and compliance reviews.
Frequently Asked Questions
Q: What’s the difference between “View Only” and “No Access”?
View-only users can still move or update their assigned opportunities inside the pipeline. No Access hides
the pipeline completely.
Q: What if a user already owns opportunities and I set them to No Access?
Adaptive AI blocks that change. Reassign or delete their opportunities first, then remove access.
Q: Do permissions sync to the mobile app?
Yes. The same rules apply across web, iOS, Android, and all API responses.
Q: Can I bulk-assign permissions to a role instead of each user?
Yes—roles appear in the selector. Everyone in that role inherits the chosen level.
Q: Will permission changes break active automations or webhooks?
No. Automations continue to run. However, API calls made with a user token that lacks access will return an empty pipeline list.
Q: Is there an “Owner Only” option?
Use “Share with selected users” > choose the owner > set others to No Access for a true owner-only pipeline.
Q: How long are Audit Logs retained?
60 days of history are available for download or review.