Hiding Financial Details

Usman_26929
Usman_26929 Member Posts: 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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Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    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
    edited August 2021 #3

    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
    First Comment

    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: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary

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