Why is Outlook Calendar agenda (including PRIVATE) visible to everyone in company via PipeDrive Acti

Hi, we wanted to use the 2way synchro in our outlook 365 / PipeDrive solution, but had to switch it off because you could click on activities and choose anyone from the team and see all his/her outlook calendar agenda and even the one which was in outlook marked as PRIVATE. That is really weird. We can live with sharing but the privacy option should be functionable also in PipeDrive Activities not only in Outlook 365. Someone told me that in gsuite this is not an issue, but we do not want to switch from outlook to corporate gmail. Funny thing also is that we have privacy in sales on a level that we see only deals where we are owners and followers, but activities from outlook are sharable with everyone? Can we have at least functionable "private" marking of the activity both in PipeDrive/Outlook? Thanks for the reply.

0
0 votes

· Last Updated -

Comments

  • Vladimir Dubakin
    Vladimir Dubakin Ex-Pipedrivers Posts: 101
    Pipedrive Employee
    edited February 24 #2

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

  • Jakub Salát
    Jakub Salát Posts: 5
    edited August 2020 #3

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi Vladimir, seems insteresting. We have set up a limitation that our users can see only deals or organiizations which they own or follow. So maybe this can help us? Jakub

     

     


     

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #4

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi @Jakub Salát !

    Unfortunately that won't make the activities not visible to other users - it will just hide the deals or organizations linked to the activities from them. 

    This is because the visibility permissions of activities and of items linked to activities are two separate and independent things in Pipedrive. Like my colleague @Vladimir Dubakin suggested, the best option here would be to turn "See other users" off (keep in mind that this will only work for Regular users, not Admin users, who will still be able to see everybody's activities).

    This point has been raised before by some users and we absolutely understand it. Unfortunately up until now we haven't developed a different way of syncing activities, but I have made sure your feedback reaches our team so they can take it into consideration in the future. 

  • Kelly Borskjaer
    Kelly Borskjaer Posts: 12
    edited February 25 #5

    Hi Ines,

    We have a similar requirement where we want users to  have a two-way calendar sync with their Outlook calendar, but the calendar should remain private so that other users can't see someone's diary. (We all use our Outlook calendars for personal appointments as well)

    I understand that the 'See other users' function relates only to activities and being able to select other user filters.

    By switching off  'See other users'  can a regular user still select a contact person or organisation that is owned by someone else? That is, will they still have access to the full set of contacts and organisations?

    And will everyone still be able to see each others entries in a Deal, or only the entries that they make?

     

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #6

    Hi Ines,

    We have a similar requirement where we want users to  have a two-way calendar sync with their Outlook calendar, but the calendar should remain private so that other users can't see someone's diary. (We all use our Outlook calendars for personal appointments as well)

    I understand that the 'See other users' function relates only to activities and being able to select other user filters.

    By switching off  'See other users'  can a regular user still select a contact person or organisation that is owned by someone else? That is, will they still have access to the full set of contacts and organisations?

    And will everyone still be able to see each others entries in a Deal, or only the entries that they make?

     

    Hi @Kelly Borskjaer !

    Turning off the "See other users" setting means that if a deal/person/organization belongs to another user, I can see the item itself but the name of its owner will show up as "hidden" both in the list view and in the detail view for me.

    I encourage you to try it out to see the effect for yourself, it's nothing you can't quickly revert :) This tutorial is a great cheat sheet for the effects of all permission settings: Permission Sets.

    If after that you still find yourself struggling, please  reach out to our Support team and they will help you. For urgent or technical issues Support is always the most adequate and quickest channel of communication. Thank you!

  • Nikola Valtošová
    edited July 2021 #7

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi @Inês Batata please, do you have any progress in this issue? Our team is new to Pipedrive and we found out this and it's very unpleasant for every member. We are testing Pipedrive as we were looking for a better tool for our cooperation and this seems like a big disadvanate because even actithe vities of our CEO who joined Pipedrive are now visible to all team members. 

  • Nikola Valtošová
    edited July 2021 #8

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi @Inês Batata please, do you have any progress in this issue? Our team is new to Pipedrive and we found out this and it's very unpleasant for every member. We are testing Pipedrive as we were looking for a better tool for our cooperation and this seems like a big disadvanate because even actithe vities of our CEO who joined Pipedrive are now visible to all team members. 

  • Nikola Valtošová
    edited July 2021 #9

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi @Inês Batata please, do you have any progress in this issue? Our team is new to Pipedrive and we found out this and it's very unpleasant for every member. We are testing Pipedrive as we were looking for a better tool for our cooperation and this seems like a big disadvantage because even activities of our CEO who joined Pipedrive are now visible to all team members. 

  • Nikola Valtošová
    edited July 2021 #10

    Hey, Jakub! 

    Vladimir from Pipedrive support management team is here to hopefully explain how you can impose a limitation for your regular users not to be able to see activities of other users.

    You are right - there is no "private" activity option for an activity in Pipedrive and normally, activities of other users are shared within the pipedrive company account, but I will report it as a feedback to the product manager, thank you for the suggestion!

    However,  if access Settings > Manage users  and under "regular user" tab switch off "See other users"

    image

    Your regular users will simply be unable to choose you from list of users from Activity section filters.

    image

    But that will mean that Regular users will not be able to choose other users from filter areas of Deals and People and organisations either (f.e. to see deals that belong to other users).  And Pipedrive account admin will still be able to see all the activities of all users.

    Thank you again for the feedback,

    Kind regards,

    Vladimir

    Hi @Inês Batata please, do you have any progress in this issue? Our team is new to Pipedrive and we found out this and it's very unpleasant for every member. We are testing Pipedrive as we were looking for a better tool for our cooperation and this seems like a big disadvantage because even activities of our CEO who joined Pipedrive are now visible to all team members.