Possibility to hide project boards for users

Torbjörn Johansson
Torbjörn Johansson Member Posts: 120 VERIFIED MEMBER
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edited November 4 in Ideas and Product Feedback #1

A company use Pipedrive Projects for different purposes. Could be service, delivery and more. The idea is to hide boards for those users that are not working in that area.

For example, service users will only see the Service board with projects. Delivery users will only see delivery board with projects.

This functionality exist already in DEALs.

It would be great if that was implemented in Projects too.

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  • richardv
    richardv Member Posts: 3 VERIFIED MEMBER
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    edited November 4 #2

    We hired a person to manage projects and do not know how to limit visibility, so they do not have access to every project the company has ever done. In attempting to test the feature, we are coming to the conclusion that all users with access can delete entire projects, files within projects, etc. Does anyone know how to restrict a user or is this not possible?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,293 COMMUNITY MANAGER
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    edited November 4 #3

    Hi @richardv users who have Projects add-on permission will have equal access to all projects and information contained in this add-on, and there is no option to further restrict project visibility. You can assign Projects permission to a user temporarily, and remove it when that user no longer needs access to Projects.

  • richardv
    richardv Member Posts: 3 VERIFIED MEMBER
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    edited November 4 #4

    Thank you for your response. While we appreciate the Projects add-on features, the lack of granular permissions presents a MAJOR SECURITY ISSUE beyond just visibility. With equal access, any user can DELETE entire projects, which is a serious risk as our team grows. Data security is paramount in any CRM.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,293 COMMUNITY MANAGER
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    edited November 4 #5

    I appreciate what you mean @richardv, and have moved your question to the product feedback category. That way, it will be forwarded to our developers for consideration.

  • richardv
    richardv Member Posts: 3 VERIFIED MEMBER
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    #6

    Thank you. We think Pipedrive Project Management system is perfect for onboarding clients. We switched from Asana as it was more than what we wanted and lacked decent integration. Now that we are growing, we have to switch back to Asana for security reasons. Security should be top of mind, not a last resort or wish list item.

  • Josh Buesking
    Josh Buesking Member Posts: 213 VERIFIED MEMBER
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    #7

    It's a shame they introduced Projects at all. It's half baked and there's tons of users posting about how they thought it would be great only to be let down.

    They need to pick up development again and finish it out. I'd love to use it. Really all I need is mobile access.

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