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
- Standard User
- Standard User & Pipeline Admin
- Standard User & Manager
- Standard User & Pipeline Admin & Manager
- or create your own Custom Role
Assign a standard user role
- Click on the “User” and select “Administration” from the drop down menu.
- Click on "Users & Sales Units".
- Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
- From the drop down menu pick the Standard user role.
- Check the Sales Unit Membership as Member and click "Save".
Assign a standard user & admin role
- Click on the “User” and select “Administration” from the drop down menu.
- Click on "Users & Sales Units".
- Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
- From the drop down menu pick the Standard user & admin role.
- Check the Sales Unit Membership as Member and click "Save".
Assign a standard user & manager role
- Click on the “User” and select “Administration” from the drop down menu.
- Click on "Users & Sales Units".
- Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
- From the drop down menu pick the Standard user role.
- Check the sales unit membership as Manager and click "Save".
Assign a standard user & admin & manager role
- Click on the “User” and select “Administration” from the drop down menu.
- Click on "Users & Sales Units".
- Click on the "Edit" icon within the action column for the corresponding Pipeliner user.
- From the drop down menu pick the Standard user & admin role.
- Check the Sales Unit Membership as Manager and click "Save".