How can you prevent users without the correct permissions from viewing Leadbooster?

Trent Ungard
Trent Ungard Member Posts: 1
edited July 2023 in Sales CRM #1

We do not want members of our sales team having the ability to alter any of the forms, chatbots, or other leadbooster tools we've configured. We just want them to be able to see their leads. i do not see a way to accomplish this. Can we do this? 

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  • Rostislav Klein
    Rostislav Klein Posts: 3 PIPEDRIVE TEAM
    First Comment Pipedrive Team
    edited October 2020 #2

    Hello @Trent Ungard ,

    I think up until now all of the Chatbot playbook settings + Web Forms settings are available for admins only. Therefore if you remove admins from your users, they wont be able to see this setting :)

    Hopefully that answered your question.

    Have a nice day.

    Rosta

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