Pipelines and custom role permissions

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1

I’m experiencing an issue related to permissions in a custom role. Although the Workflow option is enabled, the Pipeline tab under Contacts does not become active. I tried enabling many different permission checkboxes, but none of them worked.

I couldn’t find a way to activate the Pipeline option in isolation within a custom role. Since this is a new tab, I’m wondering if it hasn’t yet been added to roles, or if this could be a bug.

Additional Details:

  • I currently have a custom role named Sales, where I tested this issue.

  • I have also deleted and recreated roles multiple times, but the problem still persists.

Request:

Could you please confirm if the Pipeline tab is supported for custom roles at this time, or if this is a known bug?

2

As far as I’m aware, it’s not currently supported by roles and permissions, but I can see how this would be important. Just mentioned it to the team - will let you know if I have more info :slight_smile:

3

In the contact card info section on the desktop wix application there is a section for workflow but no section for pipeline. In the mobile version when you click on the info tab for a contact there is a pipeline section. Can you please let us know if the pipeline section will be added to the contact info section on the desktop wix app?