Granting account access for implementation partners

mac@datomni.com
mac@datomni.com Member Posts: 21 VERIFIED MEMBER
10 Comments 5 Likes Name Dropper First Answer
edited November 26 in Apps and Integrations #1

Does Pipedrive offer a dedicated support/agency access feature, or are there plans to develop one? Such a feature would be immensely helpful.

Some of the Pipedrive accounts we’ve set up require regular checkups and maintenance. We also run Pipedrive audits.

Asking clients to share logins or purchase additional seats for audits and maintenance creates a lot of friction. Screen sharing/live audit/implementation only solves this partially.

Thanks

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 157 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @mac@datomni.com,

    For our Affiliate Partners, Pipedrive already offers Service Entrance seats to accounts they manage. If you are already registered as a Partner and have accounts you manage, kindly contact our Partner team directly to know more about the option.

  • Copida
    Copida Member Posts: 9 VERIFIED MEMBER
    First Comment
    #3

    Pipedrive does not currently offer a dedicated support or agency access feature. This limitation often creates friction when managing multiple accounts for audits, maintenance, or regular checkups, as clients must share logins or buy extra seats. While screen sharing and live sessions are partial workarounds, they don’t fully address the need for streamlined access.

    To simplify this process, agencies can explore solutions like using admin access delegation through shared systems or requesting Pipedrive to enable API-based temporary access features. Additionally, setting up integrations or custom dashboards can enhance account visibility and reduce manual effort.

    At Cloudify, we specialize in Pipedrive integrations and can help streamline your workflows while minimizing these access challenges. As a leading Pipedrive integration expert, we can tailor solutions to fit your unique needs.

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