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Managing Team Access and Visibility

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Joss Rodriguez
Updated 1 week ago
 Team Management lets admins control which records team members can access by setting visibility based on ownership. This ensures users only see data relevant to their role. Team-to-team reporting also enables leaders to oversee multiple teams within a clear hierarchy.

Creating and Customizing Teams


To create a new team:
  1. Go to Settings > Users.
  2. Click + Create New Team in the upper right corner.
  3. Enter your team name.
    • Optional) Assign a Reports To parent team to set up your team’s hierarchy.
  4. Adjust the Visibility settings to control what your team can view or edit.
  5. Click Create Team.
  6. Add existing members or invite new users to join your team.
  7. Don’t forget to Save Changes!
Tip:Visibility settings are managed at the team level, making collaboration easy and data access secure.

How Many Teams Can You Create?

Your Pipeline CRM plan determines your team limit:
  • Start: 1 team
  • Develop: 2 teams
  • Grow: Unlimited teams

Editing Team Settings

Teams can include multiple leaders and read-only users (but not executives).

To add or move a user:
  1. Click the team’s name in the org chart.
  2. Select Add New User to add someone, or Move to transfer an existing user.
  3. Remember: Moving a user keeps their record ownership, but may change their data visibility.

Understanding Visibility Settings

  • Executives: Full access to all records and data.
  • Team Leaders: Can view and edit records for their team and any teams reporting to them.
  • Team Members: Can see and edit records within their own team.
  • Read-only Members: Can comment and engage, but cannot edit or report on records.
Visibility settings are managed per team, so you can fine-tune access as needed.

Building a Team Hierarchy

The Reports To field in Team Settings lets you create a clear organizational structure.
Example:
  • The Atlantic and Pacific teams report to the National Sales team.
  • The National Sales Team Leader can access records from all members in those teams.
Pro tip: A well-structured hierarchy gives leaders the visibility they need without cluttering everyone’s view.

If you have any questions, reach out to our support team at [email protected]. 
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