Pipeline Permissions let you control exactly who can see or change each sales pipeline in Aesthetix CRM. Keep sensitive deals private, protect revenue data, and give every team member a clutter-free view that matches their role. This is especially useful for multi-provider practices that need to scope pipeline visibility by role or individual user.
Pipeline Permissions define visibility and editing rights for individual pipelines inside Opportunities. Admins can grant access to everyone, target specific roles or users, or explicitly exclude users—all without changing broader account roles. This granular visibility keeps data secure and lets your team focus only on the deals that matter to them.
Consistency: Preserve stage names and order while allowing reps to work their deals.
Data privacy: Hide revenue and board data from contractors or new staff.
Granular control: Share with everyone, share with specific users, or exclude exceptions.
Auditability: Track who changed pipeline settings for compliance needs.
Cross-platform: The same permissions apply on both web and the mobile app.
Dashboards parity: Widgets and metrics honor pipeline access and Assigned Data.
Follow these steps to configure who sees and edits each pipeline while protecting stage structure and sensitive revenue data.
Step 1: Open your pipelines. Go to Opportunities → Pipelines.
Step 2: Open Manage permissions. Click the Key icon next to the pipeline name to open Manage permissions.
Step 3: Choose a Sharing mode. Select one of the following: Share with all users, Share with selected users/roles, or Exclude specific users.
Step 4: Set an Access level. For each included user or role, set an Access level: View Only, Edit, or No Access.
Step 5: Copy a direct link (optional). Click Copy link to share direct access with teammates who already have permission.
Step 6: Save. Click Save to apply your changes.
Three flexible ways to share each pipeline let you mirror any org structure.
Share with All Users: Grant everyone View Only, Edit, or No Access in one click.
Share with Selected Users: Pick individual users or roles and set View Only, Edit, or No Access for each.
Exclude Specific Users: Keep the pipeline global, then remove access for a few exceptions.
Clear labels make it obvious what each person can do.
Note: An Admin user will always have full access to the pipeline.
View Only: Move and update opportunities, but cannot add, edit, or delete stages or pipelines.
Edit: Full control to add, edit, and delete pipeline stages (including the pipeline itself).
No Access: The pipeline is completely hidden in web, mobile, and API responses.
Aesthetix CRM automatically logs every create, update, or revoke action with the user, pipeline, action, and timestamp for 60 days. This audit trail simplifies troubleshooting and compliance reviews.
Step 1: Open Audit Logs. Navigate to Settings → Audit Logs.
Step 2: Filter the log. Filter by User, Module (Pipeline Permissions), Actions, and Date Range to view who changed what, and when.
Step 3: Reassign before revoking. The system also prevents you from revoking access from anyone who currently owns opportunities in that pipeline. You'll be prompted to reassign ownership first.
What's the difference between "View Only" and "No Access"?
View-only users can still move or update their assigned opportunities inside the pipeline. No Access hides the pipeline completely.
What if a user already owns opportunities and I set them to No Access?
Aesthetix CRM blocks that change. Reassign or delete their opportunities first, then remove access.
Do permissions sync to the mobile app?
Yes. The same rules apply across web, iOS, Android, and all API responses.
Can I bulk-assign permissions to a role instead of each user?
Yes—roles appear in the selector. Everyone in that role inherits the chosen level.
Will permission changes break active automations or webhooks?
No. Automations continue to run. However, API calls made with a user token that lacks access will return an empty pipeline list.
Is there an "Owner Only" option?
Use Share with selected users, choose the owner, and set everyone else to No Access for a true owner-only pipeline.
How long are Audit Logs retained?
60 days of history are available for download or review.
