Explore

Permission Sets

Admins/Strategy Team

Deals/Contacts/Companies: Full create, edit, assign, delete.

Reports/Dashboards: Full access (create/edit/share).

System Settings: Full admin (users, workflows, automations, integrations).

Visibility: Org-wide.

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Deals/Contacts/Companies: Full create/edit rights in Lighthouse pipeline.

Secondary Access: Can also access BDSE pipeline (view + edit).

Reports/Dashboards: Lighthouse + BDSE dashboards.

Restrictions: No access to RFP pipeline unless explicitly added.

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Deals/Contacts/Companies:

Full create/edit rights for RFP pipeline.

Reports/Dashboards: Access to RFP dashboards only.

Restrictions: Cannot see Lighthouse or BDSE deals.

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Deals/Contacts/Companies: Edit rights across multiple pipelines (Lighthouse, BDSE, RFP).

Reports/Dashboards: Full access across pipelines.

Restrictions: No system-level admin (cannot manage users or settings).

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Deals/Contacts/Companies: Read-only.

Reports/Dashboards: View dashboards (no editing).

Restrictions: No deal creation, no pipeline edits, no emails, no workflow access.

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Deals/Contacts/Companies: Full create/edit rights in BDSE pipeline only.

Reports/Dashboards: Full access to BDSE dashboards.

Restrictions: No access to Lighthouse or RFP pipelines (unless added as collaborator).

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Deals/Contacts/Companies: Sandbox rights (create/edit, test only).

Reports/Dashboards: Training dashboards only.

Restrictions: No access to live pipelines (Lighthouse, BDSE, RFP).

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