• Organizer: Organizers can manage the team pipeline and have full access to actions like adding users, customizing stages or fields within the pipeline, and automating workflow processes.
  
• Manager: Managers have comprehensive access to all records within the pipeline, including the ability to create, edit, and delete records. However, they do not have permissions to organize or customize the pipeline, nor can they add or remove users in the respective team pipelines.
• Member: Users in the Members level can view all records in the pipeline, but can only edit or deletethe records that they own. They can't modify or delete other's records. If the Enable Role Hierarchy option is turned on for this pipeline, then they can also modify/delete records owned by their subordinates.
• Participant: Participants can only view, edit, or delete the records that they own. They can't view other's records in the pipeline.
• Viewer: Viewers have view-only access to all the records in the pipeline. They can't edit or delete any records in the pipeline.
• Requester: Requesters are typically users outside a team pipeline who can add records to a pipeline and track their status, but they cannot edit or delete records they created. The Requester permission is designed to address a unique use case in organizations. Consider an example where an organization uses Bigin to manage work between multiple teams like Sales, Help Desk, HR. In this case, members of the respective teams will be in the respective pipeline and won't have access to other pipelines. Let's say a sales rep needs to report an issue faced by their prospect to the Help Desk team. In this case, the sales representatives can be added as requesters to the Help Desk pipeline. This way, they can create a ticket in the Help Desk pipeline from the My Requests section and track the ticket's progress. 
  

  

  
  

Use Cases