Knowledge Base

Normally, there are two user types in Pipedrive: regular and admin. With our Professional and Enterprise plans, you can create additional, custom permission sets.

Altogether, permissions consist of five sections:

• Deals app

• Campaigns app

• Projects app

• Global permissions

• Account settings access

Note the differences between admin and regular permission sets for the Deals app, Campaigns app and Global permissions:

• You can assign regular permission sets to users within the app to restrict certain actions.

• An admin can access all permissions and data.

Projects app and Account settings access don't have regular permission sets. This means that users either have access to their functionalities or they don't.

Hover over the spaces next to each user to see their permission status under any section:

Configure access rights by going to Company settings > Manage users, then clicking on “(...)” and selecting “Edit access rights.”