Pipeline Permissions in GoHighLevel

If you use ClickUp to organize projects and GoHighLevel to manage leads, aligning user access to sales pipelines is essential. This guide explains, step by step, how to configure pipeline permissions so each team member only sees and edits the opportunities they are meant to handle.

The instructions below are based on the official GoHighLevel help documentation about pipeline permissions. You will learn how to assign pipeline visibility, control opportunity actions, and customize what different roles can do in your CRM.

Understanding Pipeline Permissions in GoHighLevel

Pipeline permissions in GoHighLevel determine which users can view, create, update, or move opportunities in specific sales pipelines. This is especially important if you manage multiple teams, locations, or product lines and need to limit access to sensitive data.

By configuring pipeline permissions correctly, you can:

• Hide certain pipelines from specific users
• Restrict who can move deals between stages
• Control who can create or delete opportunities
• Keep client and sales data segmented by team or role

Everything is managed from the user permissions area inside your GoHighLevel account.

Prerequisites for Managing GoHighLevel Pipeline Permissions

Before changing any settings, make sure you meet these basic requirements:

• You are logged in as an account owner or as a user with admin rights
• Your account already has at least one pipeline created
• You know which users or roles you want to configure

If you manage multiple sub-accounts or locations, verify that you are working in the correct sub-account before adjusting any pipeline permissions.

How to Access Pipeline Permissions in GoHighLevel

To manage pipeline access, you will work with user permissions. Follow these steps:

1. Log in to your GoHighLevel account.

2. Navigate to the sub-account where you want to control pipeline access.

3. Open the settings area (usually the gear icon in the left sidebar).

4. Go to the Team or Staff section, depending on your interface version.

5. Select the specific user whose pipeline permissions you want to edit.

Once you open the user record, you will see a permission section where you can adjust access to different modules, including pipelines and opportunities.

Configuring GoHighLevel Pipeline Visibility

Visibility controls which pipelines a user can see inside the Opportunities view. To configure this:

1. In the user settings panel, locate the permissions related to Opportunities or Pipelines.

2. Look for options that indicate which pipelines are visible to this user.

3. Select one of the common visibility options, such as:

   • All Pipelines – the user can see every pipeline in the account
   • Assigned Pipelines Only – the user only sees pipelines specifically granted to them
   • Custom Selection – you manually choose which pipelines the user can access

4. If a custom selection is available, tick or toggle the pipelines that should be visible.

5. Save the changes for that user.

After saving, the user will only see the selected pipelines inside the Opportunities section of GoHighLevel.

Controlling Opportunity Actions in GoHighLevel

Beyond basic visibility, you can refine what a user can actually do with the opportunities inside those pipelines. In the user permission settings, look for options related to actions such as:

• View opportunities
• Create opportunities
• Edit or update opportunities
• Move opportunities between stages
• Delete opportunities

To customize these actions:

1. Open the same user permission screen where you configured pipeline visibility.

2. Find the detailed permissions list for the Opportunities module.

3. Enable or disable the specific actions you want to allow for this user.

4. Save your changes so they apply immediately.

This granular control lets you, for example, allow sales reps to update opportunity details but prevent them from deleting opportunities or changing stages without approval.

Using GoHighLevel Roles for Pipeline Permissions

Instead of configuring every user individually, you can often use roles (where available) to manage GoHighLevel pipeline permissions more efficiently.

A typical setup might include:

• Admin role – full access to all pipelines and all opportunity actions
• Sales Manager role – access to all pipelines but limited deletion rights
• Sales Rep role – access only to assigned pipelines and restricted actions

To manage role-based permissions:

1. Open the settings area for roles or user types.

2. Select the role you want to adjust.

3. Configure pipeline visibility and opportunity actions for that role.

4. Assign users to the role so they inherit the correct permissions.

This approach keeps your GoHighLevel account organized and consistent as your team grows.

Best Practices for GoHighLevel Pipeline Security

To keep your data secure and your workflows clean, follow these best practices when configuring pipeline permissions:

• Use the principle of least privilege – give users only the access they truly need.
• Segment pipelines by team or function – for example, separate pipelines for sales, onboarding, and renewals.
• Review permissions regularly – audit who can see what, especially after team changes.
• Test with a dummy user – create a test account with the role you configured and verify the experience.

These practices ensure that GoHighLevel remains both powerful and secure for your organization.

Troubleshooting GoHighLevel Pipeline Access Issues

If a user reports that they cannot see a pipeline or cannot move an opportunity, check the following:

1. Confirm that the user is in the correct sub-account or location.

2. Verify their assigned role and user-specific permissions.

3. Ensure the pipeline itself is active and not archived.

4. Review opportunity-level ownership rules, if applicable.

For detailed, up-to-date screenshots and exact labels used in the interface, refer to the official documentation at this GoHighLevel pipeline permissions article.

Next Steps and Additional Resources

Once your pipeline permissions are configured, you can focus on optimizing your overall CRM and automation strategy. If you need expert help implementing or auditing your setup, you can learn more at Consultevo, which offers consulting for marketing technology and automation platforms.

Combining structured project management in tools like ClickUp with properly configured permissions in GoHighLevel will give your team a clear, secure, and efficient way to manage leads and opportunities from first contact through to closed deals.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.

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