View Only Accounts
Hi Pipedrive. I was talking with my Customer Success Manager and she suggested I ask here when the Viewer Only access would be made available in Pipedrive. I have users who have full seats but don't actually interact with customers but they have access to periodically check in on files or reports. I'd much prefer to give them just viewer only access without it needing an entire seat. Thank you for letting me know when this feature will be made available as it was spoken about in an earlier Product session in early 2021.
Meghann
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Hi,
I need to provide READ ONLY access to my users but there is not way to do it. If you assig a license the user can add, or modify data anyway.
I'm trying with dashboard but there is only one option, public link without any protection. so the link can be share with anyone and anyone can read my information.
Please, Pipedrive provides a solution to get access data in read only mode and in safe way.
Thanks
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Hi @Meghann Cundall , thank you for your interest!
At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.
This is where we make all product update announcements, make sure to follow them:
- Follow What's Planned to know what we're currently working on and what’s to come.
- Follow What’s New and don’t miss any new release announcements.
- Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
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Inês Batata said:
Hi @Meghann Cundall , thank you for your interest!
At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.
This is where we make all product update announcements, make sure to follow them:
- Follow What's Planned to know what we're currently working on and what’s to come.
- Follow What’s New and don’t miss any new release announcements.
- Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
Thanks Ines. I do follow those channels. I had hoped this feature would be live before end of Q2 but I'll have to wait to hear more.
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Hello @Administrator Pipedrive , thank you for your feedback! For now there is no read-only type of user in Pipedrive, though that possibility is being considered by our team. I have added the topic Feedback & Suggestions to your post, so your request is automatically forwarded internally to our developers as a note for consideration 📝
In the meantime I recommend:
- Following What's Planned to learn about what we're currently working on 🔎
- Following What’s New for new release announcements and updates 📢
🛠Feel free to join Research and Beta Testing for the chance to try out early versions and give us your opinion about new and improved features before they go live 🛠
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Would be great to have users with only a permission to view details, not add or edit any field on contacts.
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Hi Marius!
Thank you so much for taking the time to leave us with your feedback, it's really appreciated.
Unfortunately, this is not possible at the moment for most accounts, but the good news is that we already have a feature in BETA for this. If you would like to be on the waiting list to join this BETA, please reach out to our lovely support.
To stay updated on new features, you can follow our What's Planned and What's New pages.
Have a great week!
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Inês Batata said:
Hi @Meghann Cundall , thank you for your interest!
At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.
This is where we make all product update announcements, make sure to follow them:
- Follow What's Planned to know what we're currently working on and what’s to come.
- Follow What’s New and don’t miss any new release announcements.
- Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
Any updates on this feature. Do you need help justifying this feature. I would add 50 seats for view access but they will not in any way need to interact with the system.
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Andreia Freixo said:
Hi Marius!
Thank you so much for taking the time to leave us with your feedback, it's really appreciated.
Unfortunately, this is not possible at the moment for most accounts, but the good news is that we already have a feature in BETA for this. If you would like to be on the waiting list to join this BETA, please reach out to our lovely support.
To stay updated on new features, you can follow our What's Planned and What's New pages.
Have a great week!
Hello,
Just checking if there has been any update on the viewing only situation?
Look forward to hearing from you.
Marcus Waring
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Hi @Andreia Freixo also, just checking if there was any update on view only permissions? I'm aware there are some permissions enhancements being launched in the next month, but I don't believe anything has been mentioned about 'view only'?
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2 possible solutions:
- I would suggest considering Coupler or Flatly to build a data pipeline and view this data in a BI tool like Tableau. You can read more about building a data pipeline for Pipedrive in this article.
- Setting up views using API calls using a tool like Retool or Internal.
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