What types of users can I have in Pipedrive?
There are two possible user types in Pipedrive: deals access and account settings. 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.
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