View-only Accounts

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We'd like to have the ability to create view-only accounts. These accounts would let us give view-only access to our employees to help us promote a more transparent sales process inside our company.

3
3 votes

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Comments

  • Marius Müller
    Marius Müller Member Posts: 1
    First Comment
    edited July 2022 #2
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    Would be great to have users with only a permission to view details, not add or edit any field on contacts.

  • Andreia Freixo
    Andreia Freixo Posts: 171
    First Comment Pipedrive Team
    edited November 2023 #3
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    Hi Marius!

    Thank you so much for taking the time to leave us with your feedback, it's really appreciated.

    Unfortunately, this is not possible at the moment for most accounts, but the good news is that we already have a feature in BETA for this. If you would like to be on the waiting list to join this BETA, please reach out to our lovely support.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Have a great week!

  • Marcus Waring
    Marcus Waring Member Posts: 5
    Photogenic Combo Breaker First Anniversary First Comment
    edited November 2023 #4
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    Hi Marius!

    Thank you so much for taking the time to leave us with your feedback, it's really appreciated.

    Unfortunately, this is not possible at the moment for most accounts, but the good news is that we already have a feature in BETA for this. If you would like to be on the waiting list to join this BETA, please reach out to our lovely support.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Have a great week!

    Hello,

    Just checking if there has been any update on the viewing only situation?

    Look forward to hearing from you.

     

    Marcus Waring 

  • Dan S - Pipedrive Premier Partner
    edited November 2023 #5
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    Hi @Andreia Freixo also, just checking if there was any update on view only permissions? I'm aware there are some permissions enhancements being launched in the next month, but I don't believe anything has been mentioned about 'view only'?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,565
    5 Likes First Anniversary First Answer 5 Up Votes
    edited November 2023 #6
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    2 possible solutions:

    1. I would suggest considering Coupler or Flatly to build a data pipeline and view this data in a BI tool like Tableau. You can read more about building a data pipeline for Pipedrive in this article.
    2. Setting up views using API calls using a tool like Retool or Internal.