Viewer Only Access

Meghann Cundall
Meghann Cundall Member Posts: 11 VERIFIED MEMBER
10 Comments
edited July 2022 in Ideas and Product Feedback #1

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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  • Administrator Pipedrive
    Administrator Pipedrive Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited July 2022 #2

    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

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2022 #3

    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.
  • Meghann Cundall
    Meghann Cundall Member Posts: 11 VERIFIED MEMBER
    10 Comments
    edited May 2021 #4
    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.

     

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,295 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited August 16 #5

    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 🛠

  • Amanda Witz
    Amanda Witz Member Posts: 11 VERIFIED MEMBER
    10 Comments Second Anniversary Name Dropper
    edited March 2022 #6
    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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