manage users / admin vs regular user

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Sannah Vinding
Sannah Vinding Member Posts: 4
edited July 2022 in Sales CRM #1

Need advice regarding how to manage users - admin vs regular users

facing the challenge that the regular user can't see the notes that are in the deals, if I change to admin, they can see it but we can't have everyone as admins.

 

please help?

thanks in advance

 

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,071 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    edited June 2021 #2
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    Hi @Sannah Vinding  , please make sure that your regular users can see the deal, the person and the organization in the deal. This is required to make notes visible and if any of those elements are hidden to the regular user, the notes will not be visible either. You can find out more here  👀

    Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍

     

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