Deal visibility

Every deal has a visibility level that controls who can discover it in lists, search, the dashboard, and exports. Visibility is set per deal (in the deal rail) and has a workspace-wide default for new deals, set in Settings → Workspace.

The four levels

A pipeline with no members set is open to everyone; once you add members to a pipeline, only those members (plus the deal team) can see its pipeline-visibility deals.

Explicit sharing overrides visibility

The Primary Owner and anyone added to a deal's team — Co-Owner, Collaborator, or Follower — can always see that deal, no matter how narrow its visibility is set. Adding someone to the deal team is the explicit-share mechanism: it works even on a Private deal.

The browse permission

Visibility only applies to members who hold the deal.browse permission. Without it, a member only ever sees deals they own or are explicitly added to — workspace, team, and pipeline visibility don't extend their reach. Limited Member is the built-in role without deal.browse.

Changing visibility: who loses access

Narrowing a deal's visibility can remove access for teammates who currently see it. Before applying a narrowing change, NeoKivo checks who would lose access; if anyone would, it shows a confirm dialog listing them by name and warns that the deal will also come off their workboard. Widening visibility applies immediately, with no confirmation needed.

Admin bypass

A workspace-level setting, on by default, lets any member with the deal.access_all permission (Workspace Owner and Admin, by default) see every deal regardless of visibility. The workspace owner can turn this off in Settings → Workspace so that even Owners and Admins are subject to per-deal visibility like everyone else — useful for compliance-minded workspaces. Only the workspace owner can change this setting.

An inaccessible deal looks like it doesn't exist