Admins can now control access to the Create Pipeline action through a dedicated permission setting.
What's New
A new permission has been added for the Create Pipeline action.
Admins can grant or restrict the ability to create pipelines on a per-role basis.
Users without this permission are unable to Create, Clone, or Duplicate pipelines.
Who's Affected
Agency Admins and Account Admins managing user roles and permissions.
Sub-account users whose pipeline creation access depends on their assigned role.
How to Use
Go to Settings → My Staff → select a user → Roles & Permissions. Locate the Opportunities section. Toggle the Create Pipeline permission for the relevant roles.
Save your changes, the access control takes effect immediately.
Note: The Create Pipeline permission gates all pipeline creation actions, including Clone and Duplicate. Users without this permission will not be able to perform any of these actions.