Permissions for Pipelines

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,078 PIPEDRIVE TEAM
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    edited January 2023 #32
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    Mike van der Valk said:

    Hi @Franziska Palumbo-Seidel currently not, but I've heard this request before. I'll make sure our team sees this!

    Unfortunately no update on this :( 

  • Bernd Auer
    Bernd Auer Member Posts: 345
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    edited January 2023 #33
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    Just wanted to "refresh" this feature request! I am hearing this a lot!

  • Andrew Schill
    Andrew Schill Member Posts: 1
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    edited January 2023 #34
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    I'd also like to vote up for this too - extremely useful. Not sure why this hasn't been done already.

  • Külli Kruusla
    Külli Kruusla Pipedrive Team Posts: 28 PIPEDRIVE TEAM
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    edited January 2023 #35
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    Hi Martin! I am Külli and I am a product manager in Pipedrive. Looking into the topic of pipeline visibility and scheduling short interviews to understand the use case in more details. Would you happen to have 15-20 minutes in the upcoming weeks for a quick call? Here is a Pipedrive scheduler link to find the most suitable date and time. 

  • Külli Kruusla
    Külli Kruusla Pipedrive Team Posts: 28 PIPEDRIVE TEAM
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    edited January 2023 #36
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    Hi people from this thread :)! Posting my research link also to this thread in case there is someone who has a bit of time within upcoming weeks to discuss the pipeline visibility topic: https://community.pipedrive.com/discussion/10999/pipeline-visibility-looking-to-schedule-a-short-interview-maximum-of-20-minutes-for-research/

  • Nathan Rossi
    Nathan Rossi Member Posts: 2
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    #37
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    It would be great to be able to add/remove users to specific Pipelines.


    For example:


    Team Member John - works in division 1 selling widgets A,B,C

    Team Member Sally - works in division 2 selling widgets X,Y,Z

    Respectively, each division has its own pipeline.

    Thus...John doesn't need access to division 2's pipeline and Sally doesn't need access to Division 1's pipeline.


    From a company (and sales management) perspective...it would be great to limit access to different teams so they only have access to the pipeline, deals, and products relevant to what they're selling

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    #38
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    Hi everyone, we are preparing to roll out a new pipeline visibility feature soon! Find out more here

  • Bernd Auer
    Bernd Auer Member Posts: 345
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    #39
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    Already testing it. Does exactly what it should :)

  • Verginia
    Verginia Member Posts: 2
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    #40
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    Hello,

    Is there any update on the above. I would like to keep some pipelines private from my team, which currently seems impossible.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
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    #41
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    Hi @Verginia , this feature is out now and you can find out more here.

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