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Pipeline permissions

Modified on Mon, 4 Sep, 2023 at 5:42 PM

Pipeline permissions control what a specific Organization Member or Team can do in a specific Pipeline. They are:

  • Can score companies - allows the Organization member or Team to rate the companies in that Pipeline
  • Access detail page - controls ability to access the Detail Page, which is a summary of all information related to a company or startup that allows for rapid scoring in a typical workflow
  • Can see msg/notes - controls ability to see messages and notes left regarding startups or companies in the Pipeline by other Organization Members, including Evaluators.
  • Add/remove companies to Pipeline - allows adding and removing startups or companies
  • Can copy to another Pipeline - allows Organization Members to to copy a startups or company and all associated information into another Pipeline
  • Can share Pipeline with others - allows an Organization Member to share a startup or company with others. This includes both existing Organization Members and new people that were not in the Organization prior to the share
  • Export - allows an Organization Member to to export some or all startups or companies information as an Excel (xlsx) file

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