Knowledge Base

Topics
Where to find it
Admin, regular and custom permissions
Editing permission sets
Permissions
Permissions for adding/editing new items

Permission sets

YS
Yssel Salas, August 30, 2023
Note: This page is only available to users with account settings access.

When managing a team, there are times when you want certain users not performing certain tasks, whether it’s because of performance, redundancy, or just keeping team members focused on specific objectives.

You can choose which users can execute which tasks using permission sets.

While visibility groups in Pipedrive dictate what users in your account can see, permission sets dictate what users in your account can do.


Where to find it

To manage your permission sets, go to Settings > Manage Users > Permission sets. You can see the permission sets and the number of users under each set in this view.

Click “+ Permission set” to create a custom set of global, deal or campaign permissions.


Admin, regular and custom permissions

Note: Account settings and projects don’t have a “regular” set, so users can either have full or no access to those permissions.

By default, admin-level permission sets can’t be changed, since they include every available permission in that category (i.e Deal admins have every deal permission.)

Regular-level permission sets can be edited by clicking “...” > Edit next to a regular permission set.

The number of custom permission sets you can have depends on your Pipedrive plan.

Subscription
Custom permission sets
Essential and Advanced
None
Professional
Two
Power
Ten
Enterprise
Unlimited

Note: You can purchase additional custom permission sets outside your plan by going to Settings > Usage limits and selecting “Purchase the increased limits add-on.” For more information about usage limits, check out this article.

Editing permission sets

Select a regular permission set and click “...”> “Edit” to open the available permissions.

Then click “Edit permission set” to select or deselect permissions, and confirm the changes with “Save.”

A pop-up will open after you save, and you can click “Manage users” to go directly to your users and access menu.

Note: Only users with account settings access can enable or disable permissions for other users.

Permissions

Note: Permissions for Insights visibility can be found in your global user permissions under visibility.

There are five categories for permissions in Pipedrive, and each comes with there own rights and access they represent.

Deals
  • Change a deal’s owner
  • Delete deals
  • Convert deals to leads
  • Merge duplicate deals
  • Edit deals won/lost date

Leads

  • Change a lead’s owner
  • Merge duplicate leads

Visibility

  • See the number of deals and value sum in pipelines and deal list views
  • Add, edit and delete projects
  • Add, edit and delete templates
  • Add, edit and delete project boards and stages
  • Link project to deal
  • Add, edit and delete project activities
  • Manage sender and domain information
  • View campaign reports
  • Send campaigns
  • Edit campaigns and email templates
  • Delete campaigns and email templates

Data management

  • Set up new custom fields
  • Edit custom fields setup
  • Delete custom fields from setup
  • Import data from spreadsheets
  • Set up labels
  • Bulk edit items
  • Export data from list views

Sharing within company

  • Share filters with other users
  • Edit shared filters of other users

Sharing externally

  • Share Insights dashboards as public links

Emails

  • Use email tracking

Visibility

  • See other users’ statistics in Insights
  • See the company’s statistics in Insights
  • See other users’ data
  • Follow other users to see their items
  • See the names of items and users they can’t access
  • Change visibility of items

Activities

  • Delete activities

People

  • Add people
  • Edit people owned by other users
  • Change a person’s owner
  • Delete people
  • Merge duplicate people

Organizations

  • Add organizations
  • Edit organizations owned by other users
  • Change an organization’s owner
  • Delete organizations
  • Merge duplicate organizations

Products

  • Change a product’s owner
  • Add products
  • Edit products
  • Delete products
  • Delete product price variations

Tools and setup

  • Add workflow automations
  • Access their own API token
  • Add and import Smart Docs templates
  • Access security dashboard
  • Manage users and permissions
  • Access company settings
  • Access billing



Permissions for adding/editing new items

Note: Permissions discussed below are available on Professional plans and up.

There are specific permissions in Pipedrive that can block other users from creating or editing account data.

Permission nameFunctionPermission location
Add dealsControls whether or not a user can create new dealsDeals app
Edit deals owned by other userDecides whether a user can edit all deals, or just the ones they ownDeals app
Add leadsControls whether or not a user can create new leadsDeals app
Edit leads owned by other userDecides whether a user can edit all leads, or just the ones they ownDeals app
Add organizationsControls whether or not a user can create new organizationsGlobal permissions
Edit organizations owned by other usersDecides whether a user can edit all organizations, or just the ones they ownGlobal permissions
Add peopleControls whether or not a user can create new peopleGlobal permissions
Edit people owned by other usersDecides whether a user can edit all people, or just the ones they ownGlobal permissions
Note: Users with the "add leads" permission disabled can still create new leads with Leadbooster tools.
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