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Visibility & Permissions
Visibility & Permissions
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Planned: Share Pipedrive information with non-Pipedrive users

We know you sometimes need to share information with the rest of your organization and others outside that organization, but it's not needed to add them all to Pipedrive.

The team behind our visibility & permissions features is working hard on making it easier to share specific information with those people in your organization who don't have a Pipedrive account but need to be kept up-to-date.

📝Please note 📝

Pipedrive reserves the right to modify and update the features in the What's planned?  topic and does not communicate exact timelines for delivery.

Please give visibility permissions to livechats

Please give your livechat conversations the same options as everything else when it comes to. "vislibility". I am specifically referring to when a sales agent takes ownership of a chat, as the admin/supervisor I need to see it and/or jump in if necessary.

Wesley Archer
Strategic Operations Manager

Restrict pipeline visibility by teams

Our company has two separate products, that are treated as two separate businesses for all intents and purposes. The sales users on each product does not need to see what the other team has in their pipeline etc. We rarely have customers that crossover and use both products at the same time.

Whilst we can restrict who sees deals, it would be so much nicer if we could have the option to restrict who sees which pipeline based on the team they are added to. This way, we can keep separate pipelines for each product, and then have no concerns... (More)