User Management

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…
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…
Usuario de la Community de Pipedrive
Quiero asociar esta cuenta de la Community a otra cuenta de usuario de Pipedrive diferente a ésta. ¿Cómo lo tengo que hacer? #Community
ACCESS DATA IN READ ONLY WAY
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,…
How can I see the activity of a user?
How can I see the activity of a user? I want to see on a daily basis a report of what each user has updated, added etc
Changing my username ( email in Pipedrive)
I use my email as my username. I need to change my username, and then I want the new email to sync with Pipedrive. Please advise
We’ve changed how to manage your users
We’ve made it easier for Admin users to manage users on their account. Learn more about the minor changes here.
Wrote a detailed post on automated leads assignment in Pipedrive
Post: https://www.amitsarda.xyz/post/pipedrive-automate-leads-assignment I appreciate any feedback and comments.
Ability to just add individual calling licenses
It would be great if you can just add on individual calling licenses for cold callers within an organization. many people here do not need that feature and would be a waste of money on them
Now live: sharing Insights internally
⚠️ Update: Good news, this is now live! See more here. 🚀 --------------------------------------------- Increase team alignment by allowing users to share and access performance overview internally. For whom? All plans. How will it work? * All roles (admin+regular user) will be able to share their dashboards with other…
New: Visibility groups for Leads in all plans 👁️ 👁️ (gradual roll-out until end of March)
Why? To provide more data security for leads, users can now define who can see each lead by using visibility groups. For whom? All users in all plans who have Leads Inbox. How does it work? What can I do? Default visibility settings for Leads will be: * Essential + Advanced: Entire Company * Professional + Enterprise:…
One of my users can't log in how to resend invite?
A user get the following, how can i resend an invite. their pipedrive is already all set up so i don't want to lose that or have them not connected to it.
Beta testers needed for Sales Documents sharing and storing improvements
Easily share templates with your team in Pipedrive UPDATE: Thanks for all the interest in testing this feature! I am no longer monitoring this thread, so if you have feedback or would like to be included in testing please email my team at salesdocs@pipedrive.com 🙂 ___ Hi everyone, We've been making some big improvements to…
How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive acco
How can I help a user with "blocked account"? One of our users forgot their password, Pipedrive account is blocked. He is locked in an endless loop of "renew password" and "account blocked". As admin, I can de-activate and re-activate his account, but he doesn't get a mail to log in again. How can I help him?
New: Forecast Goals are live for Professional plan 🔭 🎯
* Professional plan only * New goal type “Forecast” is introduced * Shows cumulative results of open and won deals * Won deals are shown by won time * Open deals are shown by the expected close date * This goal is measured by the deal weighted value Learn all about Goals with: * our Knowledge Base tutorials * our blog…
Planned: visibility groups for Leads in all plans 👁️
Visibility groups in Essential and Advanced Visibility groups in Professional and Enterprise In our continuous effort to keep Pipedrive as instinctive as possible, we are working on one of the most requested features: giving Leads visibility settings, just like Deals have. Currently Leads are visible to all users in your…
파이프드라이브 가이드: 관리자 추가
질문: 다른 사용자를 관리자로 추가하려면 어떻게 하나요 답변: 관리자는 다른 사용자를 관리자로 추가할 수 있습니다. 1. 우측 상단 프로필 아이콘 클릭하여 '회사 설정' 선택 2. 왼쪽 메뉴 '회사' 아래 '사용자 관리' 선택후 오른쪽 메뉴 '권한 설정' 아래에서 'Admin user' 선택후 원하는 사용자 추가 3. 관리자로 추가한 사용자를 원래 상태로 되돌리려면, 사용자 이름 아래의 '설정 변경' 클릭하여 원하는 상태로 다시 변경 주의: 위 작업은 관리자만 진행할 수 있습니다. 참고 * How can I make a user into an Admin User? from…
Community Roundup - Volume 7 🗣️
Hope everyone had a restful weekend! If you are looking to get your mind running again, check out these posts from our Sales Community and join in on the most interesting discussions: 🔥 How Can You Replace A Salesperson Without Harming the Relationship With The Customer? 🔥 How To Share Deals Externally Without Sharing…
Several contact lists + more user friendly.
I would really need the possibility to create several contact-lists (for people) instead of just one big with different custom fields. We have a big amount of data and right now we find it easier to sort it in different spreadsheets/contactlists regarding the category of the customer. I'm also looking for an easier way to…
Activity owners
Hi, i would love to be able to add more company user's to an activity. Sometimes it's useful, if e.g. you schedule a meeting with a client linked to a deal and it's necessary that another user inside my company should take part.
sending email in a transferred deal
Hello, I have changed the ownership of a deal to my colleague and I would like my colleague, to be able INSIDE pipedrive to reply to the last email in the deal. But my colleague does not have the option to reply? Can you tell me why? and How to make it possible? Thanks
Auto re-assign activities when a deal is re-assigned?
hi there, We have setup a situation that our office managers re-assign incoming deals to our account managers. For every deal we have a set of standard automated tasks that are created. By default new deals and the underlying auto-generated tasks are assigned to the office manager. Question: is there a way to automatically…
New: Account lockdown after too many failed login attempts🔒⛔
Why? To make the Pipedrive's login process even more secure in regards to external threats. For whom? This feature is available for all plans and should be rolled out to all users by the end of this week. How does it work? * 3 consecutive failed login attempts (wrong email+password combination) * Your account locked for 24…
W jakiej skali korzystasz z Pipedrive?
W jakiej skali korzystasz z Pipedrive?

User Management

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