User Management

Idea for Future Development : Special Pipedrive access for partners or people external to the team
Hi, That would be great if there was an option in Pipedrive to give an access to external partners so they can view and/or edit leads and deals that we send them. For example, we are working with a company who is not part of our team and we would like to transfer some leads to them. It would be great if they could have…
More rights for Admins
There are a couple of things which should be managed by the admins especially in larger companies. In some cases for usability reasons, in some cases there are security issues. 1) Signature templates: The admin should be able to define one signature template which is filled automatically with user data (I know, a user…
User settings - Block Deleting and editing Title Deals/Contacts and Activities.
Hello Community, I'm wondering if there's a way to implement user-specific settings within PD, to restrict editing for certain users, especially when they are not the owner of a specific contact. For example: Blocking the ability to edit or delete deal titles. Blocking the ability to edit or delete activity titles.…
Email Sharing One Way for Admins
Hi, I am an admin and want to integrate more users to pipedrive. I want to be able to have my employees emails set to sharing but I do not want them to have access to my emails. I would like to only share my emails with fellow admins.
email verification masquerading as 2FA
The email verification masquerading as 2FA is very inconvenient and relies on the customer to have access to their Pipedrive associated email account on the same device on which they are logging into Pipedrive. Competing applications are smarter and use Authenticator apps or push notifications. When will this be changed as…
Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
Make Workflow Automations editable by anyone with permission
The fact that workflow automations can only be edited by the creator is a problem. Multiple users manage automations and if an automation needs to be edited, only the creator can edit. What if they are away or no longer with the organization? Please make it possible for any user with permissions to edit workflow…
Ability to change the owner of all assets belonging to one user at once
Upon trying to deactivate a user, you are presented with a summary of what they own (how many deals, activities, etc). Unfortunately, there is no easy way to reassign them, and using filters to find matching numbers of at least activities proves very difficult. I request that the functionality be added to easily reassign…
New types of permissions to help you further restrict user editing/adding capabilities
We will soon start introducing new types of permissions into permission sets that aim to provide the possibility to restrict users from either creating or editing other users’ items: Permissions for adding items: “Add deals”, “Add leads”, “Add organizations” and “Add people” These permissions, when disabled, will restrict…
Please Enable The Ability to Indent With the Tab Key!!!
It is VERY irritating that we can no longer use the TAB key to indent bullets to the right!!! Having to click the "indent" icon in the editor to indent is a pain in the ass. Pipedrive used to be able to move/indent a bullet to the right by hitting the tab key! This capability was disabled months ago when you rolled out a…
Delegate In as Other User
It would be great to delegate in as another user in order to diagnose any issues, or help with setting up certain things. Obviously this should only be for admin users, but it is functionality that you find in lots of other SaaS solutions and would be beneficial in Pipedrive too 😉
Pipeline Permissions by User
Maybe I'm missing this, but is there a way to control access to specific pipelines? I want some users to have access to Deal Pipeline 1, but not Deal Pipeline 2. Is this possible, or are permissions and visibility only decided by Deal ownership?
Technical question: "Product pricing to be fixed even when adding to a deal"
One of my clients wants "Regular user" NOT to change the Product pricing in any condition. Meaning: When they add the Product to a deal, they shouldn't be able to CHANGE the pricing info there. Only quantity. I think it's NOT possible. But wanted to check-in. Any feedback please? Emre
User access
HI I think the user should only have read only access to the other user data and read/write access to self data. This is important as this will restrict them from downloading and altering other user data.
Add User export to CSV
We need a functionality to export the user information that you find in "Manage Users" to a CSV file
Hiding Financial Details
Hi everyone, I wanted to know if there was a way I could hide financial info (i.e deal value etc) without restricting too many permissions for my other team members. I'd like to keep the value numbers just for upper management, but would still like to allow users to edit other deal information. Is there a tool I can use or…
Changing owner name
Hi, how to block changing owner option for some users in Pipedrive? I need to enable for some users this feature. Cheers
Merged: Please increase maximum Devices to 5
This discussion has been merged.
Leadership Setting / Boss Setting - Pipedrive accountability
As my agency scales, we need a way to keep track of Account Managers. It would be great to be able to see our account managers live in Pipedrive, similar to how Google Docs shows you someone is in a file. This would give us the ability to see that people are doing work and at very least active within the tooling we've…
New: Account Settings access 🛠
What? Account settings access can now be granted as a free seat, independently of having access to Deals. Users that only have access to account settings will not see deals, leads, pipelines, or other core features of Pipedrive. But will have access to user management, billing details, company settings, security settings,…
New: Pipedrive supports two new languages 🇱🇻 🇮🇩
What? We have launched Indonesian and Latvian language versions of Pipedrive. Indonesian and Latvian-speaking users are now able to use Pipedrive software in their preferred language. With these latest additions, Pipedrive is now available in 20 languages. When? Available now for all companies
Question: What happens to a workflow if its creator is deactivated?
Let's say I deactivate a user Alice who created a workflow W. Then what happens if I deactivate Alice? * Is the workflow W still triggered even though the creator Alice is deactivated? * What if the workflow W is designed to create a deal owned by Alice? Does it create a new deal owned by a deactivated user Alice?
Account settings user in Pipedrive: Looking to speak with customers for research [CONCLUDED]
EDIT: We have concluded this research session. If you have any comments, please post in the comment section :) Hi, Community Members! Our user management, more specifically, account setting user feature, needs some attention. :) We’d like to speak to you and understand the use cases and current pains around using this…
파이프드라이브 가이드: 사용 중인 유저 삭제하기
질문: 더 이상 사용하지 않는 계정이 있는데, 어떻게 삭제해야 하나요? 답변: 파이프드라이브의 관리자라면 더 이상 사용하지 않는 유저를 삭제하실 수 있습니다. 주의: 유저를 삭제해도, 과금의 단위인 시트는 유지됩니다. 시트를 삭제하는 것은 다음 구독 플랜부터 적용됩니다. * 2022-01-01 ~ 2022-01-31 : 8 시트 요금 결제 * 2022-01-15일에 6 시트로 다운그레이드 시 아래와 같이 플랜 변경* 2022-01-01 ~ 2022-01-31 8 시트 유지 * 2022-02-01 ~ 2022-02-28 6 시트로 다운그레이드 파이프드라이브 접속 후 '사용자…
Multiple users same appointment
Dear Pipedrive users, I'm trying to list my colleague in Pipedrive as a co-owner or as a guest for an appointment with a customer. Now I can only list myself or him as the owner of the activity. It's my client and my deal, but I do want the appointment to be on both of us's calendars from Pipedrive. is there any way to get…
파이프드라이브 가이드: 새로운 유저 초대하기
질문: 시트를 업그레이드했는데, 유저를 초대하고 싶어요. 어떻게 해야 하나요? 답변: 파이프드라이브의 관리자라면 업그레이드한 시트 수만큼 유저를 초대하실 수 있습니다. 유저 초대는 업그레이드한 시트 수 이상은 불가능합니다. 주의 : 시트와 유저는 다른 개념입니다! * 시트 : 과금되는 인원 수 * 유저 : 파이프드라이브 실제 사용자 수 시트 수 이상의 유저 추가는 불가능하며, 과금된 시트 수 이상의 유저를 추가하실 경우 시트 업그레이드가 필요합니다. 파이프드라이브 관리자 계정 접속 후 우측 상단의 프로필 클릭 후 '회사 설정'을 클릭합니다. '회사 설정' 화면에서 '사용자…
Restrict who can reopen closed deals
Hi! How can I restrict user groups so they can't reopen previously closed deals? Having this feature automatically enabled is giving me a hard time as users reopen and close deals, the won time changes and the won revenue suddenly disappears in the financial quarter I used to report it in. I know I can change the won time…
Editing User Profiles
Hello! I think that Admin Users need to be able to edit the profiles of other Pipedrive Users in their environment. I would like to upload a photo for each of our Users, and would like to fix some names and emails in accounts, and unless I have that person make the change, this cannot happen! As an Admin, it makes sense to…
New: updated Permission Sets page 🚦
What? The Permissions interface has received a number of improvements to make user management easier: * Click a permission set to find a preview sidebar panel, with the detailed permissions * Add users to a permission set directly from the sidebar * Customize individual settings inside the Regular or Manager permission…

User Management

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