Hiding Financial Details

Usman_26929
Usman_26929 Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Hi everyone,

I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or a setting I can change for this? Any help would be appreciated. Thanks in advance!

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,060 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #2

    Hi @Usman 

    Unfortunately this isn't possible at the moment. I'll pass on your suggestion to our team.

  • Anthony Requia
    Anthony Requia Member Posts: 1 VERIFIED MEMBER
    edited August 2021 #3
    Mike van der Valk said:

    Hi @Usman 

    Unfortunately this isn't possible at the moment. I'll pass on your suggestion to our team.

    I would think this is a pretty common request for upper management and seems like an easy add to just hide certain financial fields from the sales agents. I'm sure not everyone wants the total commission to a company visible to all team members?

     

  • Aidan
    Aidan Member Posts: 1 VERIFIED MEMBER
    First Comment
    #4

    I have a very similar issue where I would like to hide commission amounts from my team.

    This would be a great enhancement

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,585 VERIFIED MEMBER
    5 Likes First Anniversary First Answer 5 Up Votes
    #5

    You can use Retool to create a constrained view of Pipedrive using APIs.

  • LCL
    LCL Member Posts: 2 NEW MEMBER
    First Comment Photogenic
    #6

    Since the last post is from 2022 - is there currently any way to hide financial deal information to specific Pipedrive user groups?

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