Knowledge Base

There are three possible user types in Pipedrive: Deals access, Account settings, and Viewer access. Each gives users access to different features and functionality within Pipedrive.

Access rights can be configured by going to Company settings > Manage users. From here, you will be able to see the access type for each user in your company account.

Deals Access

Deals access allows you to use Pipedrive's core sales functionality. By having access to Deals you will have access to your pipeline, leads, deals, contacts, and all related features.

Within Deals, users are assigned a visibility group and permission set to control what they can see and do in the account.

Account settings

Account settings access rights give you the ability to view and edit your company billing details, security settings, company settings, user management, and personal settings. You will not have access to Pipedrive's core sales functionality without also having Deals access.

This does not require a paid seat, as users in this role will not have access to most Pipedrive features. It is particularly useful for any person managing the subscription and billing information.

Viewer Access

Pipedrive's Viewer feature allows you to share a read-only version of your pipeline with anyone outside of your company account. By default, only admin users will be able to share pipelines. Regular users can share pipelines if they have permission from the admin user.

Viewers can

You can learn more about Pipedrive's Viewer feature in this article.