Who can set up pipelines, journeys, automations and the rest?
Every screen on the Setup tab needs an organization admin. Non-admins never see the tab at all.
Every screen under Setup, Pipelines, Journey, Automations, Queue settings, AUX modes, Document types and Payment instructions, needs the same thing: an organization admin, on an account where Team management is turned on.
The plain rule
- Organization admins see the Setup tab and everything inside it.
- Everyone else doesn't see the Setup tab at all. If someone without admin access types the URL for it directly, they see an "Admins only" notice instead of the real screen, and nothing is fetched for them.
Unlike Schedules on the day-to-day side of Team management, there's no partial or delegated access to anything under Setup: it's admin, or nothing.
Every save is checked again
Even though the tab itself is hidden from non-admins, every individual save, whether it's a new pipeline stage, an automation rule, or a payment instruction, is checked again on the server at the moment it's made, using your real session rather than trusting that the screen was only ever shown to an admin.
Was this useful?
More in Team management: setting it up
The other guides people read alongside this one.
- How do I turn on Team management, and what does it actually add?
Team management adds a shared workspace for your staff: tasks, time tracking, schedules and a queue of work to hand out. Whether it's on for your account depends on your plan.
- What's the difference between a "pipeline" and the "customer journey"?
A pipeline is the general idea of stages a contact moves through. The customer journey is one specific, ready-made pipeline that also creates tasks automatically and marks when a lead becomes a customer.
- How do I set up a pipeline for how my customers move through my business?
Create a pipeline, add the stages your work actually goes through, and give each stage a task template so your team knows what to do when a contact reaches it.
- How do I set up the ready-made customer journey?
Install the standard journey with one click, or have it drafted around your own business first. Either way you see exactly how many customers and tasks it creates before you confirm.
Did this not cover it?
Start a chat and the assistant will try first. If it cannot help, it hands you to a person.
Or email support@peakifyhub.com. We answer within 1 business day, Mon–Fri.