Note: This action is only available to Admin Users.
When managing a team, there will be occasions when you will want certain users to not perform certain tasks, to reduce the chance of mistakes or duplication of a user's workload. To allow you to categorize your users and dictate what actions they will be allowed access to, Pipedrive offers Permission Sets.
While visibility groups in Pipedrive dictate what users in your account are able to see, permission sets inform what actions that certain groups of users are allowed to perform within Pipedrive.
To begin designing your permission sets, go to Settings > Manage Users > Permission sets.
The level of customization you are able to design in your Permission Sets is set by which Pipedrive plan your account is currently on. For information on how to change your Pipedrive plan, click here.
The Essentialand Advanced plans have two permission sets — Admin User and Regular User. The Regular User permission set can be customized for specific permissions and name.
The Professional plan has three permission sets — Admin User, Manager, and Regular User. Both the Manager and Regular User sets are customizable, like above.
The Enterprise plan has further permissions — all of the above, plus additional custom sets. Every permission set except for the Admin User set is fully customizable.
To add a user to a permission set, search for that user in the search bar. A Pipedrive user may only be associated to one permission set at a time. To change which permission set a user is in, select the new permission set from the 'Change set' dropdown next to that user's name.
Note: Only Admin users will be able to delete products, organizations, and people.
Admin Users in the Pipedrive account are able to perform any action and view all items in the company Pipedrive account. Any user in a different permission set will be limited in what they are able to do or see, based on the following parameters:
Change the visibility of items— Users will be able to change the visibility of specific items in Pipedrive.
See the names of hidden items— Users will be able to see the names of items they do not have visibility of. These items will show as "(hidden)" if the permission is off.
Export data from item lists— Users will be able to export data from Pipedrive using the Export data option in any List View.
Delete deals— Users will be able to delete deals.
Delete activities— Users will be able to delete activities.
Convert deals to leads— Users will be able to convert deals to leads. The "Delete deals" permission will also need to be enabled since converting a deal to a lead will act as deleting the deal.
See company's statistics— Users will be able to see general company statistics under the Insights tab.
See other users' statistics— Users will be able to see the statistics of other users in the company account under the Insights tab.
See other users— Users will be able to see the names of other users in the account.