Organization Visibility - be able to see but not edit

Tom Menton
Tom Menton Member Posts: 1 VERIFIED MEMBER
First Anniversary
edited April 2023 in Sales CRM #1

I need to set-up visibility for my team members so that they can look-up and see that an organization exists and is assigned to somebody else in Pipedrive but not be able to edit the organization or move the organization from that other person to themselves. I'm told this can't be done in Pipedrive. Is anyone aware of a workaround to accomplish this?

Answers

  • Leonardo Zimmermann
    Leonardo Zimmermann Pipedrive Team Posts: 153 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hey, @Tom Menton!

    There is currently no workaround for this, since if a user has the permission to see an organisation, they will also be able to edit it. For now, permissions are limited to what we see in this article.

    However, this sounds like a great suggestion and I will forward it with the team. Please feel free to also share it here.

    Thank you.

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