How to disable Pipeline page view for users

Not all sub-users on your OnePageCRM account will require access to the Pipeline page. For these cases, the Account owner and Administrators on the account have the option to disable the Pipeline page view for them. Follow the steps below to do this.

1
Click on your User profile → Users, Plans and Billing →  Users.

2
Select the user that you want to edit → Permissions → untick the  View Pipeline page box → click  Save to submit the changes.
NOTES
  • Only account owners and Administrators can access the user permissions and make changes to this. For more information on managing user privileges see here. 

Still need help? Contact Us Contact Us

Related Articles