# How to Manage Pipeline Permissions

> Control visibility and editing on GHL Customer Care pipelines with role-based permissions. Cut clutter, protect sensitive deals, and track changes with audit logs.

- Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-manage-pipeline-permissions
- Section: Opportunities & Pipelines / Managing Opportunities
- Reading time: 3 min
- Images: 11, each explained below
- Modified on Mon, 9 Feb at 8:52 AM

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Control exactly who can see or change each sales pipeline, keep sensitive deals private, and give every team member a clutter-free view that matches their role. This article shows how to manage Pipeline Permissions in GHL Customer Care.

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**TABLE OF CONTENTS**

-   [What are Pipeline Permissions?](#what-are-pipeline-permissions)
-   [Key Benefits of Pipeline Permissions](#key-benefits-of-pipeline-permissions)
-   [How To Manage Pipeline Permissions](#how-to-manage-pipeline-permissions)
-   [Sharing Modes for Pipeline Permissions](#sharing-modes-for-pipeline-permissions)
-   [Access Levels for Pipeline Permissions](#access-levels-for-pipeline-permissions)
-   [Audit Logs & Safeguards for Pipeline Permissions](#audit-logs-and-safeguards-for-pipeline-permissions)
-   [Frequently Asked Questions](#frequently-asked-questions)[](#related-articles)
-   [Related Articles](#related-articles)

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## **What are Pipeline Permissions?**

Pipeline Permissions define visibility and editing rights for individual pipelines inside Opportunities. Admins can grant access to everyone, target specific roles/users, or explicitly exclude users—without changing broader sub-account roles. This granular visibility keeps data secure and lets sales teams focus only on the deals that matter to them.

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## **Key Benefits of Pipeline Permissions**

-   **Consistency:** preserve stage names/order while allowing reps to work deals.
-   **Data privacy:** hide revenue/board data from contractors or new staff.
-   **Granular control:** share with all, specific users, or exclude exceptions.
-   **Auditability:** track who changed pipeline settings for compliance needs.
-   **Cross-platform:** the same permissions apply on web and the GHL Customer Care mobile app.
-   **Dashboards parity:** widgets and metrics honor pipeline access and Assigned Data.

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## **How To Manage Pipeline Permissions**

Follow these steps to configure who sees and edits each pipeline while protecting stage structure and sensitive revenue data.

1.  Go to **Opportunities → Pipelines**.
    
    
![Step 1 of 6: Go to Opportunities → Pipelines](https://jumpshare.com/share/Ios9ymH4r1c5gM8yvDxx+/Screen+Shot+2026-02-09+at+7.31.12+PM.png)

**Step 1 of 6: Go to Opportunities → Pipelines**

This screenshot accompanies step 1 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you go to Opportunities → Pipelines. For context, this section explains: Follow these steps to configure who sees and edits each pipeline while protecting stage structure and sensitive revenue data. The next step is to click the Key icon next to the pipeline name to open Manage permissions.
- Where to go: Go to Opportunities → Pipelines.
- Controls: Opportunities → Pipelines, Key, Manage permissions, Sharing mode, Access level, View Only,, Edit, No Access, Copy link, Save
- Next: Click the Key icon next to the pipeline name to open Manage permissions.

Full procedure:

1. Go to Opportunities → Pipelines.  <- this image
2. Click the Key icon next to the pipeline name to open Manage permissions.
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
4. For each included user/role, set an Access level: View Only, Edit, or No Access.
5. Click Copy link to share direct access with teammates who already have permission. (Optional)
6. Click Save to apply.

    
2.  Click the **Key** icon next to the pipeline name to open **Manage permissions**.
    
    
![Step 2 of 6: Click the Key icon next to the pipeline name to open Manage permissions](https://jumpshare.com/share/KIWixyBYGFKfP7dFSurB+/Screen+Shot+2026-02-09+at+7.34.08+PM.png)

**Step 2 of 6: Click the Key icon next to the pipeline name to open Manage permissions**

This screenshot accompanies step 2 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you click the Key icon next to the pipeline name to open Manage permissions. The next step is to choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
- What to click: Click the Key icon next to the pipeline name to open Manage permissions.
- Controls: Key, Manage permissions, Opportunities → Pipelines, Sharing mode, Access level, View Only,, Edit, No Access, Copy link, Save
- Next: Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.

Full procedure:

1. Go to Opportunities → Pipelines.
2. Click the Key icon next to the pipeline name to open Manage permissions.  <- this image
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
4. For each included user/role, set an Access level: View Only, Edit, or No Access.
5. Click Copy link to share direct access with teammates who already have permission. (Optional)
6. Click Save to apply.

    
3.  Choose a **Sharing mode**: Share with all users, Share with selected users/roles, or Exclude specific users.
    
    
![Step 3 of 6: Choose a Sharing mode: Share with all users, Share with selected…](https://jumpshare.com/share/uW4VpLaqpDTccl4woHI0+/Screen+Shot+2026-02-09+at+7.24.56+PM.png)

**Step 3 of 6: Choose a Sharing mode: Share with all users, Share with selected…**

This screenshot accompanies step 3 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users. The next step is to for each included user/role, set an Access level: View Only, Edit, or No Access.
- What to choose: Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
- Controls: Sharing mode, Opportunities → Pipelines, Key, Manage permissions, Access level, View Only,, Edit, No Access, Copy link, Save
- Next: For each included user/role, set an Access level: View Only, Edit, or No Access.

Full procedure:

1. Go to Opportunities → Pipelines.
2. Click the Key icon next to the pipeline name to open Manage permissions.
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.  <- this image
4. For each included user/role, set an Access level: View Only, Edit, or No Access.
5. Click Copy link to share direct access with teammates who already have permission. (Optional)
6. Click Save to apply.

    
4.  For each included user/role, set an **Access level**: **View Only,** **Edit**, or **No Access**.
    
    
![Step 4 of 6: For each included user/role, set an Access level: View Only, Edit, or…](https://jumpshare.com/share/MefKbpikfyLgjuWSgt41+/Screenshot+2026-02-09+at+7.38.01%E2%80%AFPM.png)

**Step 4 of 6: For each included user/role, set an Access level: View Only, Edit, or…**

This screenshot accompanies step 4 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you for each included user/role, set an Access level: View Only, Edit, or No Access. The next step is to click Copy link to share direct access with teammates who already have permission. (Optional).
- What this covers: For each included user/role, set an Access level: View Only, Edit, or No Access.
- Controls: Access level, View Only,, Edit, No Access, Opportunities → Pipelines, Key, Manage permissions, Sharing mode, Copy link, Save
- Next: Click Copy link to share direct access with teammates who already have permission. (Optional)

Full procedure:

1. Go to Opportunities → Pipelines.
2. Click the Key icon next to the pipeline name to open Manage permissions.
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
4. For each included user/role, set an Access level: View Only, Edit, or No Access.  <- this image
5. Click Copy link to share direct access with teammates who already have permission. (Optional)
6. Click Save to apply.

    
5.  Click **Copy link** to share direct access with teammates who already have permission. (Optional)
    
    
![Step 5 of 6: Click Copy link to share direct access with teammates who already have…](https://jumpshare.com/share/PoctQ4SHFuobYR1mTpYa+/Screen+Shot+2026-02-09+at+7.40.13+PM.png)

**Step 5 of 6: Click Copy link to share direct access with teammates who already have…**

This screenshot accompanies step 5 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you click Copy link to share direct access with teammates who already have permission. (Optional). The next step is to click Save to apply.
- What to copy: Click Copy link to share direct access with teammates who already have permission. (Optional)
- Controls: Copy link, Opportunities → Pipelines, Key, Manage permissions, Sharing mode, Access level, View Only,, Edit, No Access, Save
- Next: Click Save to apply.

Full procedure:

1. Go to Opportunities → Pipelines.
2. Click the Key icon next to the pipeline name to open Manage permissions.
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
4. For each included user/role, set an Access level: View Only, Edit, or No Access.
5. Click Copy link to share direct access with teammates who already have permission. (Optional)  <- this image
6. Click Save to apply.

    
6.  Click **Save** to apply.
    
    
![Step 6 of 6: Click Save to apply](https://jumpshare.com/share/XGgwPAFOvDpeK3bm2UsL+/Screen+Shot+2026-02-09+at+7.41.54+PM.png)

**Step 6 of 6: Click Save to apply**

This screenshot accompanies step 6 of 6 in the "How To Manage Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you click Save to apply. For context, this section explains: Follow these steps to configure who sees and edits each pipeline while protecting stage structure and sensitive revenue data.
- How to confirm: Click Save to apply.
- Controls: Save, Opportunities → Pipelines, Key, Manage permissions, Sharing mode, Access level, View Only,, Edit, No Access, Copy link

Full procedure:

1. Go to Opportunities → Pipelines.
2. Click the Key icon next to the pipeline name to open Manage permissions.
3. Choose a Sharing mode: Share with all users, Share with selected users/roles, or Exclude specific users.
4. For each included user/role, set an Access level: View Only, Edit, or No Access.
5. Click Copy link to share direct access with teammates who already have permission. (Optional)
6. Click Save to apply.  <- this image

    

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## **Sharing Modes for Pipeline Permissions**

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/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.

![Sharing Modes for Pipeline Permissions (image 7 of 11)](https://jumpshare.com/share/uW4VpLaqpDTccl4woHI0+/Screen+Shot+2026-02-09+at+7.24.56+PM.png)

**Sharing Modes for Pipeline Permissions (image 7 of 11)**

This screenshot appears in the "Sharing Modes for Pipeline Permissions" section of "How to Manage Pipeline Permissions". The text alongside this image reads: Share with All Users: grant everyone View Only, Edit or No Access in one click. Share with Selected Users: pick individual users/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. Immediately after, the guide continues: Clear labels make it obvious what each person can do.
- What to choose: Share with All Users: grant everyone View Only, Edit or No Access in one click. Share with Selected Users: pick individual users/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.
- Next: Clear labels make it obvious what each person can do.

Full procedure:

1. Share with All Users: grant everyone View Only, Edit or No Access in one click.
2. Share with Selected Users: pick individual users/roles and set View Only, Edit, or No Access for each.
3. Exclude specific users: keep the pipeline global, then remove access for a few exceptions.

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## **Access Levels** **for Pipeline Permissions**

Clear labels make it obvious what each person can do.

**Note:** **Admin** user will always have **full** **access** to the pipeline.

-   **View Only:** move and update opportunities, but cannot add/edit/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.

![Access Levels for Pipeline Permissions (image 8 of 11)](https://jumpshare.com/share/MefKbpikfyLgjuWSgt41+/Screenshot+2026-02-09+at+7.38.01%E2%80%AFPM.png)

**Access Levels for Pipeline Permissions (image 8 of 11)**

This screenshot appears in the "Access Levels for Pipeline Permissions" section of "How to Manage Pipeline Permissions". The text alongside this image reads: View Only: move and update opportunities, but cannot add/edit/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. Immediately after, the guide continues: GHL Customer Care automatically logs every create, update, or revoke action with user, pipeline, action, and timestamp for 60 days. This audit trail simplifies troubleshooting and compliance reviews.
- What this covers: View Only: move and update opportunities, but cannot add/edit/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.
- Controls: Admin, full, access
- Next: GHL Customer Care automatically logs every create, update, or revoke action with user, pipeline, action, and timestamp for 60 days. This audit trail simplifies troubleshooting and compliance reviews.

Full procedure:

1. View Only: move and update opportunities, but cannot add/edit/delete stages or pipelines.
2. Edit: full control to add, edit, and delete pipeline stages (including the pipeline itself).
3. No Access: the pipeline is completely hidden in web, mobile, and API responses.

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## **Audit Logs & Safeguards for Pipeline Permissions**

GHL Customer Care **automatically logs** every create, update, or revoke action with user, pipeline, action, and timestamp for **60 days**. This audit trail simplifies troubleshooting and compliance reviews. 

1.  Navigate to **Settings → Audit Logs.**  
    **
    
    
![Step 1 of 3: Navigate to Settings → Audit Logs](https://jumpshare.com/share/OZguNUBFCClOrApXHjfL+/GIF+Recording+2026-02-09+at+7.58.37+PM.gif)

**Step 1 of 3: Navigate to Settings → Audit Logs**

This animation accompanies step 1 of 3 in the "Audit Logs & Safeguards for Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you navigate to Settings → Audit Logs. For context, this section explains: GHL Customer Care automatically logs every create, update, or revoke action with user, pipeline, action, and timestamp for 60 days. This audit trail simplifies troubleshooting and compliance reviews. The next step is to filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.
- Where to go: Navigate to Settings → Audit Logs.
- Controls: Settings → Audit Logs., automatically logs, 60 days, User, Module
- Next: Filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.

Full procedure:

1. Navigate to Settings → Audit Logs.  <- this image
2. Filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.
3. 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.

    
    **
2.  Filter by **User**, **Module** - **Pipeline Permissions, Actions, Date Range** to view who changed what, and when.
    
    
![Step 2 of 3: Filter by User, Module - Pipeline Permissions, Actions, Date Range to…](https://jumpshare.com/share/yBJXEproMLpU1nwCIQuF+/Screen+Shot+2026-02-09+at+8.03.57+PM.png)

**Step 2 of 3: Filter by User, Module - Pipeline Permissions, Actions, Date Range to…**

This screenshot accompanies step 2 of 3 in the "Audit Logs & Safeguards for Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when. The next step is to 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 this covers: Filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.
- Controls: User, Module, automatically logs, 60 days, Settings → Audit Logs.
- Next: 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.

Full procedure:

1. Navigate to Settings → Audit Logs.
2. Filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.  <- this image
3. 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.

    
3.  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. 
    
    
![Step 3 of 3: The system also prevents you from revoking access from anyone who…](https://jumpshare.com/share/yEBWJSWsfvOYhJoFDBjC+/sHUEjYNe0ST15mQhinHzyua2gUV8i1XCAA.jpeg)

**Step 3 of 3: The system also prevents you from revoking access from anyone who…**

This screenshot accompanies step 3 of 3 in the "Audit Logs & Safeguards for Pipeline Permissions" section of "How to Manage Pipeline Permissions". At this point in the walkthrough you 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 this covers: 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.
- Controls: automatically logs, 60 days, Settings → Audit Logs., User, Module

Full procedure:

1. Navigate to Settings → Audit Logs.
2. Filter by User, Module - Pipeline Permissions, Actions, Date Range to view who changed what, and when.
3. 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.  <- this image

    

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## **Frequently Asked Questions**

**Q: 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.

**Q: What if a user already owns opportunities and I set them to No Access?**

High-level blocks that change. Reassign or delete their opportunities first, then remove access.

**Q: Do permissions sync to the mobile app?**

Yes. The same rules apply across web, iOS, Android, and all API responses.

**Q: 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.

**Q: 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.

**Q: Is there an “Owner Only” option?**

Use “Share with selected users” **\>** choose the owner **\>** set others to No Access for a true owner-only pipeline.

**Q: How long are Audit Logs retained?**

60 days of history are available for download or review.

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### **Related Articles**

-   [Understanding Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/introduction-to-opportunities/understanding-pipelines)
-   [Step-by-Step Guide: Creating Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/step-by-step-guide-creating-pipelines)
-   [How to Color-Code Opportunity Pipelines (Smart Tags)](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/managing-opportunities/how-to-color-code-opportunity-pipelines-smart-tags)
-   [Deleting and Restoring Opportunities & Pipelines](https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/deleting-and-restoring-opportunities-pipelines)

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Documentation for GHL Customer Care. Support: support@ghlcustomercare.com