Support » Plugin: Groundhogg — Marketing Automation & CRM for WordPress » User Roles for Pipeline & Deals

  • Resolved zberg007


    Hi there,

    I have two pipelines setup. I have a user named Jill with the ‘Sales Manager’ role. I only want Jill to see her pipelines and deals and not the other sales people. Right now, she can see the other pipelines, deals, amounts, etc. Jill can even assign new deals to the others on their pipelines (which she shouldn’t be able to do).

    How can this be limited so she can only see, add, modify her own pipelines and deals?

    Thanks in advance!


    The page I need help with: [log in to see the link]

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