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Set permissions for people in your Pipeline Organization

Modified on Mon, 4 Sep, 2023 at 5:39 PM

At a high level, there are two levels of Organization permissions:

  • Pipeline Permissions control an Organization Member’s ability to do things that affect only a specific Pipeline. For example, the ability to score deal flow items in that Pipeline (Can score).
  • Global Permissions control an Organization Member’s ability to do things that affect the entire Organization. A sample Global Permissions is the permission to create new Pipelines in the Organization (Create new Pipeline).

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