I need to have it set so that my teams can see the activity and insights with users of just their te
I have a franchise system with multiple locations with each location having their own team.
They each have individual "groups" for visibility of deals
they have teams so that sales teams can be grouped for insight and goal purposes
however, for the team to see eachothers stats - they need to have the permission for "see other users" on - but that opens up the whole company - allowing those users to see insights in other locations.
From what I understand there is no in between to make insight visibility to only exist within a team - could we get that developed?
Comments
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Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
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Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Thanks Mike. I do have teams, and visibility groups set up.
What happens is that when I give the individual users permissions to see other users (so they can see people within their own team) - it allows them to see all other users in the company. If they click on their pipelines - they can't see deals, but they can see other people's insights. I'm trying to take that off the table. I have de-selected " see other users statistics" but it doesn't work.0 -
Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Hi @John Evans
That sounds like something is off.. sorry about that. Have you checked what the visibility of individual deals are that they can see in insights?
It could be that there are some deals lingering around that are with the wrong visibility setting and therefore are also visible by users from other groups.
If all is set up correct and it still is not working as expected then please reach out to our support team so they can do some extra digging in your account.
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Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Hi Mike - yes they are all set for Owner Only for the team leads and visibility group for team members
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Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Hi @John Evans in case it's still not working I'd really recommend to connect with our support.. sorry! They can help you understand what's happening and how to fix it by checking in your backoffice as well.
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Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Hi @Mike van der Valk - Support sent me here! Is there any escalation to get some more eyes on it? it seems like the system is not working like it's supposed to.
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Mike van der Valk said:
Hi @John Evans
You can actually set this up like explained here: https://support.pipedrive.com/hc/en-us/articles/360000309498-Visibility-Groups
You need to make sure there are teams and groups set up. Then make sure the visibility and permissions within the group are set just the way you want it.
Hi @John Evans sorry about that confusion. I've asked our support team to reach out 🙏🏻.
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