Hiding Sales Inbox for a user

Kevin Sheldon
Kevin Sheldon Member Posts: 4 NEW MEMBER
First Comment Photogenic
edited February 5 in Sales CRM #1

Is there a way to hide the sales inbox for a particular user?

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 193 PIPEDRIVE TEAM
    100 Comments 25 Likes 5 Answers Second Anniversary
    #2

    Hello @Kevin Sheldon,

    From the Interface preferences, each user will have the option to customise what they see on the side panel, and it is possible to remove the Sales Inbox from this section and even completely hide it:

    Screenshot 2025-02-06 at 16.45.38.png

  • Kevin Sheldon
    Kevin Sheldon Member Posts: 4 NEW MEMBER
    First Comment Photogenic
    #3

    Thanks Tony!

    I also want to keep a person from viewing emails in Pipedrive so is there a way to lock it down so this person cannot move the sales inbox back into the menu? Is there a permissions setting for this? I checked and didn't see one.

    Kevin

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