Note: This page is only available to users with account settings access.
When managing a team, there will be occasions when you will want certain users to not perform certain tasks in order 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 certain groups of users are allowed to perform within Pipedrive.
Managing permission sets and adding users
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.
The level of customization you are able to add to your permission sets is set by which Pipedrive plan your account is currently on.
Essential
Admin user
Regular user – can be fully customized
Advanced
Admin user
Regular user – can be fully customized
Professional
Admin user
Regular user – can be customized
Custom permission sets (up to 2)
Enterprise
Admin user
Regular user – can be fully customized
Custom permission sets (unlimited)
Note: Admin users have all permissions enabled by default.
Select the permission set to see which permissions are enabled and add or remove users from that permission set. Regular and any custom sets can be fully customized, while admin users will always have all permissions enabled.
Click on Edit permission set to enable or disable permissions for that permission set.
New users added to your company account will have regular user permissions for deals and global by default.
Note: Only users with account settings access can enable or disable permissions for other users.
Permissions
Any user in a different permission set will be limited in what they are able to do or see, based on the following parameters: