How can I assign a user role to a Pipeliner user?

Pipeliner lets you assign many different user roles to your Pipeliner users.

Moreover, it enables you to create a custom user role that lets you apply access rights for all features and fields within Pipeliner for each of the users. You can assign a user role to a Pipeliner user within the "Administration".

Pipeliner User Roles

Assign a standard user role

  1. Click on the “User” and select “Administration” from the drop down menu.
  2. Click on "Users & Sales Units".
  3. Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
  4. From the drop down menu pick the Standard user role.
  5. Check the Sales Unit Membership as Member and click "Save".

Assign a standard user & admin role

  1. Click on the “User” and select “Administration” from the drop down menu.
  2. Click on "Users & Sales Units".
  3. Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
  4. From the drop down menu pick the Standard user & admin role.
  5. Check the Sales Unit Membership as Member and click "Save".

Assign a standard user & manager role

  1. Click on the “User” and select “Administration” from the drop down menu.
  2. Click on "Users & Sales Units".
  3. Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
  4. From the drop down menu pick the Standard user role.
  5. Check the sales unit membership as Manager and click "Save".

Assign a standard user & admin & manager role

  1. Click on the “User” and select “Administration” from the drop down menu.
  2. Click on "Users & Sales Units".
  3. Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
  4. From the drop down menu pick the Standard user & admin role.
  5. Check the Sales Unit Membership as Manager and click "Save".

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