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Knowledge Base

Updating User Information

 


Updating your own user information

Note: Each admin user and regular user can only update their own user information.


If you want to update your user or login information, you can do so by going to Personal Preferences > Account. Here you will be able to update the following information: 

  • Name 
  • Email used to log into Pipedrive
  • Timezone (this is updated automatically to match your computer timezone)
  • Date/number format
  • Language
  • Default currency 
  • Picture

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You can also change your password by going to Password > Password and login

 


Updating other users' information 

An admin user can update the permission set, visibility group, and team information of other admin and regular users. Admin users can also add and deactivate users. If you would like to promote a user to Admin User status, please read this article.

These changes can be made by going to Company Settings > Manage users

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Can an admin user update the login information of other users? 

For security and privacy reasons, an admin user is not able to update the name, email address, or password of any other user, admin or regular. Each user will have to update this information themselves. 

In Pipedrive it is possible for one user to be part of multiple companies with one set of login credentials, so we want to ensure that this information cannot be accessed or changed by any other user.


What if I want to replace a user? 

The best way for an admin user to replace a user in Pipedrive is to deactivate the existing user so they no longer have access and add a new user for the newest team member.  You can transfer any previously owned items to the new user by following this article

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