New invitees in our team are not able to see leads and deals?

Sarvesh Gaur
Sarvesh Gaur Member Posts: 8
First Comment Photogenic

Although we have kept lead and deal visibility to all but we new members of team are not able to see anything in terms of leads, deals, contacts etc. The leads which they have generated are visible to me but not to them.

Do we have to buy access for them? As admin has gone to mananage user options and gave them all permissions.

But visibility group setting asks for 49 usd for some action?

Let me know if i am doing anything wrong or is adding new people a paid service on pipedrive.

Answers

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Hi Sarvesh,


    Every user you add is charged. But it is up to you to customize them.But adding a free user is not yet possible in pipedrive.


    Best Regards.

    [email protected]

  • Sarvesh Gaur
    Sarvesh Gaur Member Posts: 8
    First Comment Photogenic

    Thanks for responding!!

    What kind of customization are we talking here? can you please give some outline for it and how much can it effects the costing for that user?


    We already have 4 seats/ 4 user in billing but only 2 users (including admin) are able to see leads and deals. Other two users are not able to utilize pipedrive at all. Its showing visibility issue but I have selected all user access for leads, deals etc.


  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Hi Sarvesh,


    Company --> Manage users --> Visibility Groups


    You can adjust and adjust the visibility settings from here.


    Good Works.


    [email protected]

  • Sarvesh Gaur
    Sarvesh Gaur Member Posts: 8
    First Comment Photogenic

    As you can see visibility is open for all users but first two user out of four users are not able to see the leads, deals, people etc.

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Can you change your tasks to admin and try

  • Sarvesh Gaur
    Sarvesh Gaur Member Posts: 8
    First Comment Photogenic
    edited June 12 #7

    I am doing this via admin account only.

    Can you please elaborate a bit.

  • inacyakup
    inacyakup Member Posts: 137
    100 Comments 5 Answers Name Dropper 5 Likes

    Do you check the permissions? And i guess the problem will be solved if you apply the user roles as shown in the picture.



  • Sarvesh Gaur
    Sarvesh Gaur Member Posts: 8
    First Comment Photogenic

    The selected user other than admin is able to add leads, deals etc. but the first two users with exact same permissions are not able to do the same.

    First two users are not getting it done.


    In any case if I change the edit access to deals admin will it impact the billing?


    And thanks for patiently helping my issue. Sorry for being a noob here!!😁