Visibility & Permissions

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.
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
Dashboard edit permission
In the dashboards, only the person who created the dashboard can change it. There's no permission setting for others to be able to change the dashboard, only the creator. Would like to have ability for others (other than the creator) to change and manage the dashboard. There is currently no ability for non creators to have…
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.
Enable access permissions for Pipeline to be shared externally
Enable access permissions for an individual Pipeline to be shared to an external user, without allowing them access to view other pipelines
Pipeline Visibility feature - soon available (in Q1 2023)!
Hi community members! I know there is one topic that has gotten quite some feedback during the years in this community and this topic is pipeline visibility. Letting you know that this feature is expected to be rolled out to all during this quarter, in the upcoming months. :) What to expect? Introduction of pipeline access…
Collapse Custom fields even though they are filled with details.
Hi Pipedrive I have created costum fields which i would like to collapse even though they are filled, but this is not possible. I would really love if you could make it possible to collapse fields, even though they are filled.
Toggle to hide Deal notes from Person (Contact) view
For those that may have a lot of Deal notes that tend to clutter the Person view and would prefer to hide Deal notes from the Person view, I have been using a user stylesheet hack that perhaps the Pipedrive team could consider implementing into the app in more elegant manner. A user stylesheet is a local file that your…
Automatically notify the team about received emails
Hello there, [Feature Request], [Email Notification] People following a deal, a contact, or a company should be able to receive email notifications when an email is received by one of the teammates. At the moment, received (and 'shared') emails are only attached to a deal/contact/company but the rest of the team is not…
Private Notes, only visible to the author.
The Birthday field post by Melissa Lautenbach got me thinking about this. I record a lot of personal details about my clients on my phone, rather than in pipedrive due to GDPR issues. Things such as family life, home area, married, kids, school, sport interests etc. It allows for a richer conversation when we are chatting.…
Is our current permissions and visibility setting not suiting your needs 100% at the moment?
Good news, we are planning to improve the permission & visibility but we need help from you. 🚀 We have some ideas on how the solution would be and we would like to map this with your current implementation to make sure we are covering all of your needs. What do we need? We need to identify your most complicated visibility…
Pipeline Visibility - Looking to schedule a short interview (maximum of 20 minutes) for research
UPDATE: this research is now closed, thank you everyone! 👋 Community Members! Looking to speak with customers who are interested in setting up pipeline visibility in order to understand the use case in more details. If you would have the time to jump on a quick call in the upcoming weeks (for a maximum of 15-20 minutes), I…
Controlling Stage gates for review and approval
Hi is there a way can use Pipedrive and automation that for a deal to move from Needs Analysis to Proposal and Proposal to Negotiation it will need review and approval from certain parties and only when all the check boxes are completed it can be moved. To make this clearer is also that its controlled by permissions so…
keep visibility group for deactivated users
If you are deactivating a user and have a setting for his deals like "Owner's visibility group" his teammembers in the same visibilitiy group can not see his deals anymore. In many cases somebody has to take over urgently and a sales director doesn't want to distribute the deals manually. Technically, deactivated user…
Adding Visibility Controls by Pipeline
Visibility groups are too difficult to use. Setting visibility on each item is not realistic, and becomes impossible to manage once you have 2+ people with limited visibility making changes. Plus it is tied to Pipedrive's more-expensive plans. It would be really great to have a feature that ties visibility to specific…
Merged: Add Visibility Group per pipeline
This discussion has been merged.
A way to completely turn off the follower feature
Every time a deal is reassigned to a new user the old user stays as a follower. To put this simply, we want all deals private to only the owner. With the follower feature... that is not possible. We also have the permission "See all items of other users they are following" toggled off, but that doesn't help. Users can…
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…
Visibility permissions for team managers role / Permisos de visibilidad entre managers de equipo
I'm managing different teams in Pipedrive and am running into a problem. When configuring the data visibility permissions between the different user levels, I verify that the team managers can see the data of all the users. There is no option in Permission Sets like "View stats of other TEAMS" as there are for: · See…
Customize fields visibility
Hi world I understand it is not possible to customize fields or even user's roles for each view (contacts or organization) so some users (or group of users) can see some fields and other users not, we have separate markets and type of business and we don't want to see some data and fields from other areas. So any suggest…
Does anyone know/can you - put certain permissions on a stage so only certain users can move deals i
Merged: Custom Fields - Based on Stage, Pipeline and whether Lead, Deal
This discussion has been merged.
CUSTOM FIELD PERMISSIONS
Hi there, Is there a way to customize permission set for a specific custom field? For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received I need to be able to have my administrators…
Merged: Suggestion: private tick box for calendar events?
This discussion has been merged.
Prototype testing: add-on permission in permission set 🔍
Hello everyone, 👋 In order to deliver more value when it comes to project management, we are working on add-on permissions.🚀 We need volunteers to help us test the flows and prototype. If you are an admin and you have been using project management and want your voice to be heard then please book a time here. Thanks in…
Reconfiguring Live PD - Best Practice - sandbox? test environment?
About to embark on serious reconfiguration of an existing PD instance - permissions / team members / auto workflows etc. I've typically done this on the live site, but I'm concerned with this project the changes will interfere with the client's ongoing business. Any suggestions?
Workflow editing with multiple accounts
Hi everyone, is there a way to view the workflows set up by another person? And/or a possibility to set up workflows so that they can be edited by other users. Thanks for your help!
Making it so that you can allow regular users to delete people and organisations
I have had to make most of the team admin's because it is too much of a faff for them to email me to delete something. I had to look through the permissions over and over again because I was so surprised that it wasn't an option. Is this something that you can do or?

Visibility & Permissions

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