Access rights - urgent question
We want to onboard an Upworker/ Freelancer to do cold calling for us (for a certain amount of time). This person needs to have 'read' rights only in Pipedrive for current leads (to see which current leads are already in there) but she shouldn't be able to do extracts/modifications of current leads. However, she should be able to insert new deals (& complete all the fields for these). Is this possible? & if so, how to set this up?
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited May 2021 #2
Hi @Audrey !
We'd like to ask you to please not use the What's New? or What's Planned? topics in your posts: they are read-only topics used by Pipedrive to communicate updates to our community members. I have removed them from the post and replaced them with more pertinent topics. Thank you!
Regarding your question, what you can do is use the Visibility for Leads and Permissions settings to limit what she can see.
A read-only type of access does not exist at the moment; it's on the backlog of ideas but there are no near term plans. The hardest job is to prioritise all ideas and suggestions from all our customers and unfortunately this one hasn't made the cut yet.
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.
- Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search your topic.