Sharpify CRM

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appshelappshel
appshelPLUS
Edited Jun 24, 2026

Q: Customization for Member Access

Currently testing the platform (free trial) to check it before deciding to purchase. Regarding Members access, you have Admin, Member, and Limited Member. When a Limited Member creates a lead, he needs to choose a pipeline.This can be troublesome if there are numerous pipelines.He also needs to select the "Owner" and choose his name among all member names listed.The Limited Member has access to all Pipelines and Invoices.(1) If I invited a member and assign him to only a specific pipeline, I wouldn't want him to see all the pipelines. (2) If I have another person in charge of invoicing, I also don't want the invited member to access Invoices.

Would it be possible to have a "create custom member" option where we can customize/control the pipeline access, and features that can be accessed by the members assigned to the specific pipeline?

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Also, regarding the dashboard, can the dashboard view of members assigned to a specific pipeline be limited to data and metrics within their assigned pipelines?

And can workspace visibility controls be designed for granular, per-person type access where there is restricted visibility of deals, metrics, and contacts for pipelines not assigned to them? Looking forward to your reply. Thanks!