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Visibility & Permissions
Visibility & Permissions
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🎥 How to customise your notification preferences, follow topics and join channels in the Sales Community.

New: Smart Docs for Teams + unbranded Sending and Signing 📂 ✍️

You may have noticed that...

  • The feature Sales Documents is now called Smart Docs.

What new things can I do?

  • Easily share Smart Docs templates in Pipedrive, with ‘edit’ or ‘use only’ permissions
  • Use Permission Sets to restrict regular users from adding their own templates
  • Use Sales Documents ‘company settings’ to choose a company-wide shared storage location for all documents and templates
  • Remove Pipedrive logo and ‘Try it free’ button on documents shared via public link
  • Remove Pipedrive logo from e-signatures emails sent to signers.
  • Learn all about it here.

For whom?

Professional and Enterprise plan.

🔔 Follow What’s... (More)

New: Insights internal sharing for all plans! 📈 🤝

For whom?

All users, in all plans.

How does it work?

You create a dashboard in Insights, share it with Alex, now Alex sees the same dashboard in their Insights view.

  • All roles can share;
  • While sharing a dashboard, all reports within it are shared too;
  • Other user is "Viewer" only;
  • Viewer can apply any changes to a shared report and save it as new;
  • Coming up this week: email notification for the viewer when a dashboard is shared.

🧠 Learn more:

Test the new permission sets prototype! 🚀 (deadline: April 7th)

Hello everyone,
We are working on a new version of permissions & visibility. This project will continue throughout the year but as a start, we would be happy to get your feedback on the first prototype to test the direction.

You will be asked to complete some small tasks on the prototype, and there will be some questions. All you have to do is click on this link, and take the test whenever you want! Easy, right?! ✨

So let us know what you think, by taking this test. Please be informed this information is confidential and all... (More)

Geoff Wilkie
General Manager - Client Services

UPDATE on 3rd Party Access to Deals

Hi Pipedrive, 

Is there an update as to when third-party access to deals will be available?

would be great to let our existing partners know where their deals are placed.