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Restrict view of specific custom field to specific users
We have different teams working in pipedrive. Not all teams should be able to view all of the information about an organization. We were planning to add extra information about each organization to pipedrive using custom fields but some of this information is highly sensitive and must not be shared with all users.…
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¿Porque no funciona el conjunto de permisos Globales?
He agregado nuevos usuarios a mi crm, pero al momento que quiero quitarles unos permisos en el conjunto de permisos globales no permite realizar llamada a un trato. Adjunto capturas.
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I have admin permission setup, however I am not able to import data
I have the permissions setup, however I have no option to upload any external data, please help
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Assistance regarding the visibility of my activities
I have individuals in my company responsible for scheduling appointments. I want them to be able to see my already scheduled appointments, even if they are not related to the prospect or the deal, so they know when I am available or not. However, I do not want them to have access to the information of the individuals with…
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How to manage calendar permissions in Pipedrive?
Hello Pipedrive Community, I'm seeking guidance on managing event visibility within my Pipedrive calendar. I aim to ensure that while I can fully access and view all my calendar events, these events remain invisible or inaccessible to other users within my organization's Pipedrive account. It's probably very simple, yet…
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Controlling custom fields
It's great we can restrict whether our users can delete a custom field however we use custom fields for putting some super important information and there is no restriction on them editing the content of the field say if it's a multiple option. What would be great is if there was a permission like other CRM's whereby we…
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Adding field information
Hi PD team, I have a question about the option for adding custom extra descriptions for the custom fields in a similar way as you have in the configuration settings As of now, we have slowly passed the critical point with custom fields, and I see that users have problems understanding what is needed and when.
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Help with pipeline deal visibility
Hi Team, I have 2 questions: I want to add 2 sales people. I want that they both use the same pipeline, but only see their deals/leads and work. How can I implement this? Both sales peoples get leads from the same source. How can I split the leads to these peoples or automate it like the system checks if someones calendar…
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Editable custom data fields from org/deal/person page
This one bothers me, like a lot. Let's say I have a custom field under organization to be filled out in qualification that lists the prospective org's current system used, let's call it "Current System Used". This is a drop down select list field. I go an find the top 50 systems list somewhere online and paste those in as…
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Web Form Improvements
Web Forms is awesome! And we are rolling it out to more teams for different functions. But I have two improvements that it needs: The ability to grant someone access to edit Web Forms without having to make them an admin. Basically, how can this be added to the list of functions that can be toggled on/off in our…
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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…
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Visibility Options on projects
We have a range of teams and ideally we would like the projects to be segmented as well based on visibility groups as with deals.
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Missing field in the deal "Deal probability"
Hello, As far as I understood there should be the ability to set the probability for each deal separately. Unfortunately, I cannot find the field or button for it. I am the admin and the only user in the system. Does anybody know how to fix it? Thanks!
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Pipeline's Visibility
The improvement of being able to select the Pipeline's work for each visibility group was incredible, however the restriction directly impacts the Organization's history, an inactive Pipeline or Pipeline that share products or solutions with other groups is so important in building arguments in the new sales tentatives. A…
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Please make Admin able to make their activities only seen by other Admin or hidden from other users,
Other users could make comments, notes, additions or suggest date changes, but not delete or edit the activity, notes or content you have within them.
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Permissions to Marketplace
I'm with a mature startup and by policy we comply with regulations regarding company that are publicly traded. So we carefully control the installation of software on our users computers. And that would include software installed via PipeDrive marketplace. So my request is that we can turn off the MarketPlace option…
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New feature: Read-only fields 🔎
What: You can now make custom field data visible to users without them being able to edit it For whom: Companies on Professional or higher plans When: Rolling out gradually to all regions between August and September 2023 You can learn all about it in our Knowledge Base article here.
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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…
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We need the Messaging page menu permissions to become configurable
Hi, I'd like to submit a business requirement to you, can you add a permission configuration switch to the 'Unassigned' and 'Assigned to other users' message lists, so that when they are turned off, they are visible to everyone. When turned off, only users with Pipedrive administrator role can see these two message lists.…
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Sort projects in pipeline view
Please add the sorting feature that is available for deals/leads in the pipeline view to projects too. Right now it seems that projects are added to pipeline phases in order of the creation date -- I cannot find any other way to view projects in one phase.
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Pin organization information in Projects
In Projects, you can currently see details associated with a linked Deal but not a linked Organization. (In the fields editor, you cannot pin Organization fields to the Projects view like you can with some Deal fields.) We use projects to track the post-sales process for new customers, so quick reference to organization…
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Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
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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…
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New: Power Up ⚡️ Our new plan for large sales teams
We’ve launched a brand new Pipedrive plan: Power. This is the new second-highest pricing tier available, sitting between Professional, which has been upgraded, and Enterprise. This plan offers scalable control of account permissions and visibilities, project management capabilities as well as increased feature usage limits…
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Email tracking/opens visibility for all users
Currently, only the user can see the tracking for their email sendings. But if we work as a team, and the contacts, emails & deals are shared in the whole company, we like to see the tracking/opens for all the communications done by other users. It would be of a great help if we can do this.
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Billing responsibilities without consuming a license
Is there a way to allow someone in our accounting group to take care of the billing activities without consuming a license? They do no take part in the other CRM activities - they only set up payment and make sure everything is okay on the billing front.
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New permissions soon added: restrict who in your account can transfer item ownership!
Hi Community! There has been a recurring feedback that when a user has access to another user items, he should not be able to transfer that item ownership to himself (or any other user for that matter). In order to restrict this action, we have introduced new permissions, which will be released for all accounts by mid…
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Permission set so a non-admin cannot change the owner of a contact or deal.
Simply put the function would be for when companies want to limit standard users ability to change the owner of deals and contacts. This would allow only admins to be able to change the owner of deals and contacts.
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View/change owner of workflow automation
It wold be very useful if you could change the owner of workflow automation so that the new owner could edit it. And also the option to view a workflow automation made by other users.
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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?