Can you limit the access to customer data?

AnttiK

If there is a high security related customer that requires that their organization data, person data and sales funnel data are to be restricted for a specific user group, can you somehow still use Pipedrive for the funnel management of that customer?

Margarida F

Hi @AnttiK

In terms of restricting visibility in Pipedrive, it's important to understand that it is only possible to control what Regular users see (these would be the ones set as Regular on the Deals app and Global Permissions). Admin users will always be able to see all data in the account.

There are some options to set up the visibility of your data: https://support.pipedrive.com/en/article/how-to-change-the-visibility-of-items

You have the item-specific visibility setting, Visibility Groups and Pipeline visibility

With the Visibility Groups you will be setting the visibility of items created by the users in the group. This is how you can decide that certain items will only be visible to a specific group of users.

With Visibility groups, you can also use the Pipeline visibility, you can decide that the users included in one of the Visibility groups will only have access to certain pipelines.

This Video tutorial goes through the visibility in Pipedrive may be helpful in this case :)

Let me know if you have any further questions.

Max Connex.digital

If the users managing the funnel are part of that group with access, I'd think so. In Pipedrive, all actions are associated with a user. So as long as the funnel is created/owned by a user that has access to that data, it should work. It'd be useful if you could elaborate more on your setup to know if it would work or not though.