Customize permissions for each pipeline

Customize permissions for each pipeline

Greetings,

In Bigin, each user's access to any given pipeline is controlled by profile permissions that grant either full access or none at all. While this simplifies access management, it doesn't enable admins to fine-tune access to specific pipeline components flexibly.

To make Team Pipelines better-suited to your specific requirements, you can customize permission settings for each pipeline instead of applying them broadly at the module level. This means you have more granular control over the permissions for specific pipelines.

We've added a new section to the pipeline creation tab: Pipeline Permissions.

 
 In this section, you will find six different access levels:
  • Organizer: Organizers can manage the whole team pipeline with full access to actions such as adding users, customizing stages or fields within the pipeline, and configuring workflow automations.
  • 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 their respective team pipelines.
  • Member: Members can view all records in the pipeline, but can only edit or delete the records they own. If the Enable Role Hierarchy option is turned on for this pipeline, they can also modify/delete records owned by their subordinates.
  • Participant: Participants can only view, edit, or delete the records they own.
  • Viewer: Viewers have view-only access to all 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 contribute add records to a pipeline and track their statuses, but cannot edit or delete records they've created. The Requester permission is designed to address a unique use case in organizations. For example, let's say an organization uses Bigin to manage work between multiple teams like sales, support, HR, and so on. In this case, members of each respective team have access to their respective pipelines and not to other pipelines. But let's say a sales rep needs to report an issue his prospect is facing to the support team. In this case, the sales rep can be added as a requester to the support pipeline, where they can create a ticket and track its progress.

Additionally, you can change the permission levels for Profiles and Users.

The permissions levels required for each action are outlined below for each role.


 
To learn more about pipeline permissions, please refer to this help document.

That's all for this enhancement. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.


Thanks and have a good day!

 





        • Recent Topics

        • US to EU Data Migration done / Workflows and Custom Functions stopped working

          Hello, I need help to restore my workflow rules and custom functions to work. My data was transferred from the US to the EU (Data center migration). Now all Workflow Rules and Custom Functions not working. I have no idea how to restore them to work again.

        • Accessing Subform Data using getRecordByID

          I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

        • Pre-fill TO and CC fields for Email Templates

          This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.

        • Leads and Deals Issue

          Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

        • QR codes in templates

          I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

        • How do I hide all leads from Standard users in my CRM ZOHO

          I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

        • Custom view for Milestones

          Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

        • attributed automatically database section

          Hello everyone and happy holidays... here in zoho CRM, I created 3 bases: - Properties (House, apartment ...) - Transactions (Notaries, ...) - Real estate ads I want when the address is identical on these three bases, that in "Properties" the transactions

        • How to Implement Time-Based Filters in Zoho Workflows?

          Hi everyone, I’m looking for a workaround to implement time-based filters in Zoho workflows. Specifically, I need a workflow to trigger only within certain hours (e.g., between 10:00 AM and 8:00 PM, Sunday to Friday). Currently, Zoho workflows execute

        • is there a better way to routinely export my project timesheets?

          Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

        • Portal Default View

          Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

        • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

          The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

        • Unlocking New Horizons: A Year in Review

          As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

        • Does zoho rest api support token exchange from microsoft entra id token

          i want to get access token from the Microsoft user token in rest api. so it is possible to exchange microsoft user access token to zoho's access token or auth token ( token should be user specific not super admin).

        • Important: DKIM verification needed for unauthenticated email domains

          Hi all, This post is to inform users who are currently using unauthenticated email domains as their sender email for their notifications. We have mandated DKIM verification for all domains used as sender email addresses for the outgoing emails by 01-Jan-2025.

        • How do I define a weekend

          I noticed the default for weekends does not seem to include Saturdays. How can i define weekends to include both Saturdays and Sundays? Thank you.

        • Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

          Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

        • Custom Status for Purchase Orders

          Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for tracking

        • Remove Address from credit card payment

          I would like to remove the need to add address when paying by credit card. I only want the customer to have to add their credit card details.

        • Top Menu Disappeared from Blog Page

          Hi, Our top menu disappeared at Blog Posts page. However, it's still visible any other page on the website. I attached two screenshots, so it can be understood clearly. How can we bring back top menu? Thanks, K.

        • Subforms and automation

          If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

        • My Zoho mail has been blocked for suspicious activity. cannot unblock it! need urgent help!

          Hi, I was accessing my email on an airplane which for some reason resulted in my mail being blocked. I have managed to unblock my incoming however outgoing is still blocked. I have contacted all your support emails but it still says contact support when I try to unblock outgoing emails. Its now been over 8 days with the same issue which is really serious as I'm not able to send several business emails during this period. I have followed all your steps to unblock this and contacted your support 5

        • Copy Widget to another Dashboard

          I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

        • booking link that expires

          I have a suggestion that is  crucial. When i send booking URL to clients they keep the link and they book appointment whenever they want multiple times. You should give us the Booking URL feature. We should be able to send it and the user can use it only

        • Error while importing products Purchase Price: Value in the field does not match with the data type supported by us.

          I am trying to import items into zoho inventory using an excel spreadsheet. I keep getting this error Purchase Price: Value in the field does not match with the data type supported by us. no matter how i format the cells this comes up and will not import

        • Quotes Module - import data

          Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

        • Year-End Wrap: Disconnect now; Reconnect later with Offline Mode

          🎄Happy Holidays🎄 Let's say you are travelling home to spend the holiday season with your loved ones. Before you even board the train, you check your phone only to find your inbox rapidly filling with urgent emails that need your attention. There’s no

        • Exploring SalesIQ's Top Features of 2024: An Insider's Look 🔍

          As we wrap up another year at Zoho SalesIQ, it's time to reflect on how far we've come. This year has been incredible for us in our journey to build a more powerful, flexible, and customer-centric engagement platform. We've introduced several features

        • Resource booking functionality questions

          I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

        • How to create a Field with answers as Yes, No> Further if no is selected a new field to be visible to give details

          Dear All, I am creating a feedback form in HR Letter. The question is were you satisfied with the work allotted. Expected answer to this is Yes, No. Further if the response is no, then a field to be give to fill more details as to why no was selected.

        • Modify the way a phone number is shown in footer on ZOHO Booking Page

          The default display of the phone number field in the footer is not customer friendly - See image below. We would like it to use the accepted standards of phone number display: +61 (0)2 88545440, or allow us to choose. At the moment ZOHO Booking sets how

        • Zoho Bookings Multilingual ?

          Hello, Not sure if there is a way to do it currently, but it would be very helpful if Zoho bookings allowed multilingual translations so we could have our booking pages and notifications setup in multiple languages. Thanks,

        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

        • Problem viewing document imported from google drive.

          Hello, When I add a document via my google drive, it is impossible to preview it. I get the error “Files without extensions cannot be previewed. Download to view this file”. Could you please help me? Also, and this is more of a question: is there a way

        • Two way sync Zoho Mail and Bookings

          Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?

        • Modifying iframe data of Zoho booking iframe

          Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default

        • Sending my emails to Spam Folder

          I am loosing my business because of this issue, many of my customers are receiving their email in the spam sometimes no one checks them

        • Why can't I sync my Zoho Mail tasks and notes with my mobile device, and is there a way to fix this issue?

          I'm having trouble syncing my Zoho Mail tasks and notes with my mobile device. Despite following the usual steps, the tasks and notes don't appear on my phone. Is there a way to fix this issue? Regards, Adamjes, Tekskills India Pvt Limited, India.

        • Re: constant rejected email form and to my account

          Hi, have had several rejection when I sent an email to Zoho account as well as other people have sent emails to my as your health Centre they have account and all aspects have been ejected. i wonder why the email are rejecting to and from. If you see

        • How do I redeem credits?

          How do I redeem credits that are shown in billing section?

        • Next Page