One of the key rules of Pipedrive is that if a user cannot see an item, the user cannot change that item. With that in mind, it’s always best to have full visibility permissions open to the entire company whenever possible.
However, as a large company using Pipedrive, you most likely have some details that should only be handled by specific users.
That’s when the visibility groups and permission sets in Pipedrive make the most sense.
When working in teams, one option is to have users follow other users. In that way, whenever an item is owned by a specific user in your account, all of the users that follow them will also have access to that item.
As an Admin User, if you would like to assign users to follow other users in your Pipedrive account, go to More > User overview, and click on the name of the user you would like to add followers to.
Once you’re on that user’s User profile, click Add someone to add a follower for that user.
Note: This does not include emails, as emails are only visible in the Deal or Contact they are associated with if that email has been marked as Shared.
For this to work effectively, we suggest having that user in a permission set that has ‘can see all items of other users they are following’ enabled as a permission. To learn more about permission sets, click here.
With this, teams are able to follow each other in order to share items, but — as an Admin User — it means that you are able to keep all relevant information at your fingertips.