Hello
@Woody Butler
, I'm trying to provide my venture resident with visibility to a co-investor pipeline. I provided access through the team visibility settings.
Thank you,
Eric
Thank you,
Eric
Community Member
5 replies
Community Member
Decile Base AI
Hey Eric! Thanks for reaching out. It looks like your venture resident may need the correct pipeline-specific permissions enabled, in addition to team visibility access.
A similar case came up before where a team member couldn't access a pipeline even after being invited. The account owner will need to make sure the venture resident has the appropriate pipeline visibility permissions granted. You can manage team permissions here:
https://[yourfirm].decilehub.com/team
If you've already done that and they're still not seeing the co-investor pipeline, let us know and we'll loop in @Woody Butler to dig deeper!
Community Member
Hey Eric, I see that this pipeline was setup as a 'custom' type, rather than investor/dealflow, so it requires admin level privileges to view. You'll need to grant 'admin' on this page: https://heinzventures.decilehub.com/team
Community Member
Thank you
@Woody Butler
, it would be preferred to allow visibility to all pipelines, custom or not, vs. providing access to everything via admin rights.
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