Pipeline access, photo access and team roles

By default everyone who works with deals sees every pipeline. Owner and Company admin can limit a pipeline, for example one for patients' medical journeys.

#Limit who sees a pipeline

1. Open Company admin → Sales & integrations → Pipelines, select the pipeline and open General.
2. Under Who sees this pipeline, choose Only chosen members and departments.
3. Tick the members and departments, then select Save access.

People who are not chosen do not see the pipeline or its deals anywhere: not on the board, in lists, search, reports, exports, the dashboard or a contact's history. The server checks this on every request. Owner and Admins always see every pipeline.

#Deal photos only for one role

Under Deal photos, choose Only for role: … to hide image files on the deal's Documents tab from everyone else who can open the deal. Other files stay visible.

#Linked follow-up pipeline

Linked follow-up pipeline shows on the pipeline card which pipeline continues the work, for example Sales → Patient journey. The automation action Copy deal to pipeline does the copying; see Automations on dates, reply times and follow-ups.

#Team roles

Team roles are tags on members, such as doctor or coordinator. Open Company admin → Company → Catalog, find Team roles, type a role next to a member and press Enter. Select × to remove one.

Automations use them in Create task → A member with role…, and pipelines in Deal photos. Team roles do not change what someone may do in Dromix; that is still their role.