Global User Management
Pipedrive's Global User Management gives you control over the access rights that users have, under five specific categories: Deals app, Projects app, Campaigns app, Global Permissions, and Account Settings.
To view the access rights of users in your account, go to Company Settings > Manage Users and, to the right of each user's name, you will see five subheaders representing each category.
The access rights for each category are the following:
|Regular user access
To change access for a user, click on "..." to the far right of the user, then select Edit access rights.
This will open up the Access rights panel, where you will see the options you have for assigning access or editing permissions.
You can click on the blue check boxes to give access, or use the available drop-down menu to edit the existing permissions:
Once you have made your desired changes, click the green Edit button at the bottom of the panel and Confirm the changes.
Deals access allows you to use Pipedrive's core sales functionality. By having access to deals, you will have access to your pipeline, leads, deals, contacts and all related features. Within deals, users are assigned visibility groups and permission sets to control what they can see and do in the account.
Users with deals access will have access to our deals section with the pipeline, as well as our Leads Inbox.
This category grants access to project management features and their data. This category requires Deals app access enabled.
Allow your users to send stunning email campaigns by enabling access to this feature. This category requires Deals app access enabled.
Global permissions are automatically applied if the user selected has access to at least one app.
Account settings access rights give you the ability to view and edit your company billing details, security settings, company settings, user management and personal settings.
If the deals access is not enabled, the account settings user will have a free seat in the account.
If you would like to assign deals access to a user with account settings access, you can do so by enabling both access types for that user. Please be aware that, as you are adding deals access, you will be adding a seat to your subscription.