Reports showing all users for a non-admin

Anchoright
Anchoright Member Posts: 10 VERIFIED MEMBER
Name Dropper First Anniversary First Comment
edited April 8 in Sales CRM #1

I need to create reports for a non-admin where they can see all the deals / activities. At the moment they can only see their own. How do I change this access?

Tagged:

Answers

  • Gabe Kressel
    Gabe Kressel Member Posts: 9 VERIFIED MEMBER
    First Comment
    #2

    For a non-admin to see reports with all users' data in Pipedrive, you'll need to update their visibility group so they can view all deals and activities. Then, check their permission set and make sure it allows access to company-wide stats in Insights. Both settings are in the Manage Users section. Once adjusted, they should be able to view full reports just like an admin.

  • Gabe Kressel
    Gabe Kressel Member Posts: 9 VERIFIED MEMBER
    First Comment
    #3

    For a non-admin to see reports with all users' data in Pipedrive, you'll need to update their visibility group so they can view all deals and activities. Then, check their permission set and make sure it allows access to company-wide stats in Insights. Both settings are in the Manage Users section. Once adjusted, they should be able to view full reports just like an admin.

  • Anchoright
    Anchoright Member Posts: 10 VERIFIED MEMBER
    Name Dropper First Anniversary First Comment
    #4

    Everything is full access as far as I can see but I still cannot get them to see the reports. There's only two of us here and the visibility settings are set to All users on everything

    image.png

    The visibility groups also include both of us

    image.png

Categories