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

        • Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

          Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. I created a reusable Deluge function that performs bulk deletion using the Zoho CRM API. The approach:

        • Can't connect CalDAV

          ### Issue Summary Can't connect to my calendars using CalDAV and the URL `https://calendar.zoho.eu` ### Steps to Reproduce 1. Tried to connect on multiple devices, on multiple OS's (Android DAVx, Thunderbird, Gnome Calendar, Apple Caneldar). 2. When I

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Guide customers to the right booking page with routing forms

          Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

        • Cannot receive emails

          Sent one days ago still no feedbacks, cannot call customer services number

        • Email Password Reset - Vishal & shaik Vali Babu

          Hi Team, The below-mentioned employees are unable to log in to their Gmail due to a password error. Kindly look into this on priority vishal.r@jumbotail.com shaik.babu@jumbotail.com

        • Live Chat

          Is live chat inthe website in zoho desk?

        • DKIM 2048 too long

          I'm trying to add a DKIM TXT record for my domain in Zoho Mail but my DNS provider (Shopify) has a character limit on TXT record values. The 2048-bit DKIM key is too long to enter. Can anyone advise how to generate a shorter 1024-bit key instead, or another

        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

        • Technical personnel are required to assist in synchronizing license quotas and solving the problem of being unable to add users.

          We are a cross-border jewelry e-commerce company and currently use Zoho Mail Lite corporate email service. I have paid to purchase 1 Mail Lite annual user license (order number 133627785, payment time 2026-06-29). It has been more than 12 hours since

        • non ricevo ne invio mail

          non riesco ad inviare né ricevere posta. URGENTISSIMO

        • 重要詢問:電子報回信沒有收到

          我使用zoho作為寄電子報的mail， 但是我發現從電子報回信，完全都沒有收到!!!(包含垃圾郵件) kit那邊設定確定都沒有問題，請問這邊是哪裡設定有問題導致沒收到呢? (我確認過mail是一樣的)

        • Mail Id’s backup

          Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915

        • Feature Request - Option To Hide Default System Fields on Items

          Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

        • Important update on our transition to the new video platform framework

          As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes

        • Account review. Does anyone still work here?

          Are accounts still being reviewed? Mine has been under review for over two weeks now. I also created a support ticket and reached out on Twitter but never received any kind of response. Is this company still alive?

        • Seamless and safe way to migrate all my hubspot forms to zoho forms?

          Hi community! Our website (B2B consulting / market research), offers a wide variety of public report in PDF formats stored behind forms previously hosted via Hubspot. As we are migrating to Zoho Forms, I am facing an issue. Example: Form A (Report A),

        • E-Mail Distribution List

          How do I create an e-mail distribution list in Zoho Mail?

        • Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)

          When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:

        • Automatically calculate and include tax on quotes

          I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of

        • Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.

          Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the original

        • how to Solve Conflict Invoices in Zoho POS

          Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

        • Zoho Desk Community Module Reporting

          I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?

        • Zia AI capabilities now available in all paid editions

          Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

        • Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

          Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

        • Business Day Logic Update: More Accurate Scheduling for Your Workflows

          Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

        • Workflow Assistance in Zoho CRM

          Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

        • Can we generate APK and IOS app?

          Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

        • Pricelists

          So we have them in books but I cannot find them in commerce?

        • Collapsible Sections & Section Navigation Needed

          The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

        • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

          As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

        • Ticket id issues

          When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

        • Une collaboration simplifiée grâce à l’interopérabilité des calendriers

          L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprises

        • Format of data after export to spreadsheet

          Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

        • How to add custom icons in Sites ?

          I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

        • Zoho Forms API

          Is there any way to get all form entry list using API? Looking forward to hear from you

        • #21 Five Minutes Every Monday That Replace an Hour of Digging

          Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.

        • Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs

          Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions

        • Zoho Mail is down?

          We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.

        • Forwarding without verification

          Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

        • Next Page