<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access.</div>
<p style="text-align: justify">If you’ve started using Pipedrive and want your coworkers to join in on the action, you can invite them into your Pipedrive company account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img class="vidyard-player-embed" src="https://play.vidyard.com/tQhMux1M6ZKfAt7WBKXiZS.jpg" alt="Video tutorial on inviting users to Pipedrive">
</figure>
<div style="text-align: justify" class="support-note primary">
 If you’re just getting started with Pipedrive, you can check out our <a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener"><strong>Pipedrive Academy course</strong></a>.
</div>
<hr>
<h2 style="text-align: justify">To invite new users<a name="to-invite-new-users"></a></h2>
<p style="text-align: justify">Navigate to the upper right corner of Pipedrive, go to the <strong>account menu &gt; <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Manage users</a></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU12.png" alt="">
</figure>
<p style="text-align: justify">You’ll be directed to the <strong>Manage users</strong> page and can add colleagues to your account by clicking the <strong>“+ User”</strong> button on the right side of the screen.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU11.png" alt="">
</figure>
<p style="text-align: justify">The <strong>“Add users”</strong> box will then open, allowing you to enter the email address of the person you wish to add to your account. To add multiple users, submit their email addresses separated by commas. Once ready, click <strong>“Preview”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202025-06-11%20at%2013-39-30.gif" alt="">
</figure>
<p style="text-align: justify">To adjust access rights and permissions for the newly added users, select them in the <strong>preview</strong> section. This opens the <strong>edit access</strong> panel on the right side, where you can specify the appropriate permissions.</p>
<hr>
<h2 style="text-align: justify">After you invite new users<a name="after-you-invite-new-users"></a></h2>
<p style="text-align: justify">If the invited user hasn’t accepted your invitation, it can be <strong>canceled or resent</strong>. To see these options, click on the <strong>“Invited”</strong> tab and select any pending invitations.</p>
<p style="text-align: justify">In the same right-side panel, you can also modify the permissions of prospective users.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU3.png" alt="">
</figure>
<p style="text-align: justify">If your invited users:</p>
<ul style="text-align:justify;">
 <li><strong>Haven’t signed up for Pipedrive before</strong>, they’ll receive an invitation email from Pipedrive. This email includes a link that allows them to set their password and log into the Pipedrive company account you’ve invited them to join.</li>
 <li><strong>Have signed up for Pipedrive before</strong> and are still members of another Pipedrive account, they’ll receive an email notification that they’ve been added to your account. They’ll use the same login credentials as before and can switch between the companies by using the <strong>“<a href="https://support.pipedrive.com/article/how-can-i-switch-between-multiple-pipedrive-accounts" target="_blank" rel="noreferrer noopener">Switch company</a>”</strong> option found in the account menu in the upper-right corner of the app.</li>
</ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;">
 <img src="https://kb-cms.pipedriveassets.com/MU4.png" alt="">
</figure>
<div style="text-align: justify" class="support-note primary">
 <strong>Note:</strong> Your Pipedrive subscription is billed based on the number of active seats in the Pipedrive company account. Adding a user will increase your Pipedrive subscription cost if it raises the number of seats in the account.
</div>

How can I add a user?

to-invite-new-users

To invite new users

after-you-invite-new-users

After you invite new users

How much do projects cost, and how to pay for them.

<div class="support-note success primary"><strong>Note</strong>: You must be an account settings admin to purchase and assign Projects seats. </div>
<p style="text-align: justify"><strong>Projects</strong> is a paid add-on that helps you to organize and manage your deals during and after they are won, in conjunction with other deals, activities or tasks that need to be completed.</p>
<p style="text-align: justify">You can create tasks and subtasks, move your projects through a kanban style board, and link relevant contacts and activities. </p>
<p style="text-align: justify">You can find more about what the Projects feature offers <a href="https://support.pipedrive.com/article/projects-by-pipedrive" target="_blank" rel="noreferrer noopener">here</a>. </p>
<hr>
<h2 style="text-align: justify">How much does Projects cost?</h2>
<div class="support-note success primary"><strong>Note: </strong>The Projects feature is priced <strong>per seat</strong>, meaning any user who wants access to the feature must either purchase it for themselves or have it assigned to them after their company purchases it.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%208.04.23%20AM.png" alt=""></figure>
<ul><li>The Projects feature is $8/month on a monthly subscription or $80/year on an annual subscription. </li><li>This is a recurring charge alongside your existing Pipedrive payment</li><li>If you purchase multiple Projects seats, you’ll be charged [number of seats] x $8 (or a one-time $80 charge per seat annually.) </li><li>A user must have a <strong>paid Deals seat </strong>to be assigned a Projects seat</li><li> If you don’t have Projects app permissions, you can still view project data linked to accessible deals and contacts. Users don’t need a Projects seat to view Projects data if it's linked to another item they can access.</li></ul>
<hr>
<h2 style="text-align: justify">How can I pay for Projects?</h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note<strong>: </strong></strong>The Projects feature can be <a href="https://support.pipedrive.com/article/projects-billing-and-subscription" target="_blank" rel="noreferrer noopener">purchased</a> as an add-on for Professional accounts or lower, but comes standard on Power and Enterprise plans.</div>
<p style="text-align: justify">If you’re new to Projects, you can navigate to the feature from the navigation bar, where you’ll see an option to start a free trial. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%208.21.31%20AM.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The free trial period lasts 14 days. If the feature hasn’t been canceled after the free trial period ends, payments will begin on the 15th day.</div>
<p style="text-align: justify">If you’re an account settings admin, you can purchase seats for other users by navigating to <strong>Company settings &gt; <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Manage Users</a>.</strong></p>
<p style="text-align: justify">Then, click the <strong>“...” </strong>next to the user you want to grant Projects access to, and click <strong>edit access rights. </strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.22.02.png" alt=""></figure>
<p><strong><br></strong>You can select the <strong>Projects</strong> <strong>app </strong>box, which will grant the selected user access to the feature. If you don’t have available seats, you’ll be charged for a new seat after confirming the changes. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-30%20at%2013.32.53.png" alt=""></figure>



<p style="text-align: justify">You can also see how many available Projects seats you have under <strong>Users and access</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:717px;max-width:717px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%208.42.26%20AM.png" width="717" height="317" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can remove project seats from your <a href="https://app.pipedrive.com/settings/subscription" target="_blank" rel="noreferrer noopener"><strong>Billing</strong></a> section. </div>

Projects: billing and subscription

<p style="text-align: justify">When managing a team, there will be occasions when you will want certain users to not see specific information in your account. To allow you to categorize your users and dictate what items they will be allowed access to see, Pipedrive offers <strong>visibility groups</strong><strong>.</strong></p>
<p style="text-align: justify">While <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a> in Pipedrive dictate what actions the users in your account are able to perform, visibility groups dictate what information your users are able to view in Pipedrive.</p>
<hr>
<h2 style="text-align: justify"><a name="configuring-your-visibility-groups"></a>Configuring your visibility groups</h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access.<br></div>
<p style="text-align: justify">To begin configuring your visibility groups, go to <strong>Settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/visibility-groups" target="_blank" rel="noreferrer noopener">visibility groups</a></strong>.</p>
<p style="text-align: justify">The number of visibility groups you have is dependent on which subscription plan your company account is on. <strong><br></strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20groups%20menu.png" alt=""></figure>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>When you set a user’s visibility for any item group, that rule applies to their reports and dashboards in <a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> as well. Learn more about visibility in Insights in <a href="https://support.pipedrive.com/article/insights-visibility-permissions" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p><strong>Essential and Advanced plans</strong></p>
<p style="text-align: justify">If you‘re on the <strong>Essential</strong> or <strong>Advanced</strong> plan, you’ll have the default group for all of your users. </p>
<p style="text-align: justify">You can configure the visibility of your leads, deals, people, organizations and products to one of two options:<br></p>
<table><tbody><tr><td><strong>Item owner</strong></td><td>Can view and edit: owner, admins of the app, followers, parent visibility group members.</td></tr><tr><td><strong>All users</strong></td><td>Can view and edit: everyone in the company.</td></tr></tbody></table>
<p><br></p>
<p style="text-align: justify"><strong>Professional, Power and Enterprise plans</strong></p>
<p style="text-align: justify">If you’re on the <strong>Professional, Power </strong>or <strong>Enterprise</strong> plan, you can create additional visibility groups – and sub-groups, if needed – for more detailed visibility breakdowns for the users in your Pipedrive company account.<br></p>
<table><tbody><tr><td><strong>Item owner</strong></td><td>The item can be viewed and edited only by the owner, followers, admins of the app and parent visibility group members.</td></tr><tr><td><strong>Item owner’s visibility group</strong></td><td>The item can be viewed by any user in the item owner's visibility group, as well as admin users.</td></tr><tr><td><strong>I</strong><strong>tem owner’s visibility group and sub-groups</strong></td><td>App admins and any user in the same, above, or below visibility groups can see items created by users in this group.</td></tr><tr><td><strong>All users</strong></td><td>All users in the Pipedrive company can view and edit items created</td></tr></tbody></table>
<p>To add a user to a visibility group, open the visibility group settings and search for that user in the search bar. A Pipedrive user can only be associated with one visibility group at a time.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.02.42.png" alt=""></figure>
<p style="text-align: justify">To remove a user from a visibility group, click on the <strong>"</strong><strong>X"</strong> mark next to the user inside the visibility group. Then, the user will be transferred to the default group.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.04.13.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Users that have deals admin access will have full visibility of all deals and leads regardless of the visibility group setting. In addition, users with global admin access will have full visibility of all person, organization, and product data regardless of the visibility group option.</div>
<p style="text-align: justify"><strong>Pipeline Visibility</strong></p>
<p style="text-align: justify">Users with account settings access can edit the <strong>pipeline</strong> visibility settings for users in the visibility groups by de-selecting the pipelines that each group should not be able to see. By default, all visibility groups will have access to all pipelines.</p>
<p style="text-align: justify">Visibility groups that don’t have access to specific pipelines will not be able to see any trace of the pipeline nor deals inside that pipeline in Pipedrive, as the pipeline will be completely hidden from their accounts. </p>
<p style="text-align: justify">Users with deals admin permission set will always have access to all pipelines and deals, regardless of the visibility group settings. Learn more about pipeline visibility in <a href="https://support.pipedrive.com/en/article/pipeline-visibility" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>How many visibility groups can I have?<a name="how-many-visibility-groups-can-i-have"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can purchase the <a href="https://support.pipedrive.com/article/booster-packs" target="_blank" rel="noreferrer noopener">team management booster pack</a> to add more visibility groups without upgrading your plan.<br></div>
<p>The number of custom visibility groups you can have depends on your subscription. </p>
<table><tbody><tr><td><div style="text-align: center"><strong>Plan</strong></div></td><td><div style="text-align: center"><strong>Number of groups</strong></div></td></tr><tr><td><div style="text-align: center">Essential</div></td><td><div style="text-align: center">–</div></td></tr><tr><td><div style="text-align: center">Advanced</div></td><td><div style="text-align: center">–</div></td></tr><tr><td><div style="text-align: center">Professional</div></td><td><div style="text-align: center">3</div></td></tr><tr><td><div style="text-align: center">Power</div></td><td><div style="text-align: center">15</div></td></tr><tr><td><div style="text-align: center">Enterprise</div></td><td><div style="text-align: center">Unlimited</div></td></tr></tbody></table>
<hr>
<h2 style="text-align: justify"><a name="visible-to-settings-in-pipedrive"></a>Visible-to settings in Pipedrive</h2>
<p style="text-align: justify">The <strong>Visible-to</strong> settings for an item in Pipedrive – like a deal, lead, contact person, organization or product – dictate that item’s specific visibility. An item’s visibility can differ from the visibility set by visibility group ownership. The <strong>visible-to</strong> settings can be edited in any <strong>detail view</strong> or in the <strong>list view</strong>.<br><br>Similar to the information above, the visible-to options are the same as the visibility options specific to your Pipedrive plan.<strong><br></strong></p>
<ul><li><strong>Deal or contacts detail view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-02%20at%2011.00.24.png" alt=""></figure>
<ul><li><strong>Leads detail view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><strong><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.13.09.png" alt=""></strong></figure>
<ul><li><strong>List view:</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-05-02%20at%2011.07.37.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="ownership"></a>Ownership</h2>
<p style="text-align: justify">Ownership establishes who owns the item in question. If you own an item in Pipedrive, you have permission to both see and edit it.</p>
<p style="text-align: justify">Every item imported will be marked as being owned by the user who created it unless otherwise marked as being owned by another user.</p>
<p style="text-align: justify">If you need to change owner settings, they can be controlled in the detail view or list view, similar to the visible-to setting noted above.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-17%20at%2022.07.23.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> For deals, the owner gets credited for the winning or losing of the deal.</div>

Visibility groups

configuring-your-visibility-groups

Configuring your visibility groups

how-many-visibility-groups-can-i-have

How many visibility groups can I have?

visible-to-settings-in-pipedrive

Visible-to settings in Pipedrive

ownership

Ownership

<div class="support-note primary">
<strong>Note: </strong>This action is only available to users with account settings access.</div>
<p style="text-align: justify"> Your Pipedrive user list can be found in <strong>Company settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Users and access.</a></strong></p>
<p style="text-align: justify">In addition to a list of users, this will also show you:</p>
<ul><li>The users that have access to <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings</a></li><li>The permission sets users are granted</li><li>The visibility group users belong to. This defines the visibility of the entities they create.</li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202024-04-15%20at%2014%3A49%3A24.png" alt=""></figure>

<div class="support-note primary">
<strong>Note</strong>: The first user to start a new trial account is automatically given <strong>admin user rights with account settings access</strong>. Any users with account settings access can remove the admin user permission of the initial user if need be.<br></div>
<p style="text-align: justify">In the <strong>Manage users</strong> section, you’ll have three sections: active, invited, and deactivated.</p><table><tbody><tr><td><div style="text-align: center"><strong>Active</strong></div></td><td><div style="text-align: justify">The user is currently enrolled with the account and has access</div></td></tr><tr><td><div style="text-align: center"><strong>Invited</strong></div></td><td><div style="text-align: justify">An invite has been sent to the email address, but a new user has not yet been enrolled.</div></td></tr><tr><td><div style="text-align: center"><strong>Deactivated</strong></div></td><td><div style="text-align: justify">The user has been disabled and the user no longer has access to the company account.</div></td></tr></tbody></table>
<p>If a user has been invited to join the account but has not accepted, you can cancel their Pipedrive invite link under the invited tab.</p>
<p>You can learn more about adding new users in <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>

Users

<p style="text-align: justify">Knowing which information is exclusive to you, and which information can be accessed and edited by account admins, is vital to knowing where you fit in your Pipedrive ecosystem.</p>
<hr>
<h2 style="text-align: justify">Updating your own user information<br><a name="updating-your-own-user-information"></a></h2>
<div class="support-note primary">
<strong>Note:</strong> Users can <strong>only</strong> update their own user information regardless of permissions.</div>
<p style="text-align: justify">To update your user information, go to <strong>Personal Preferences &gt; <a href="/settings/profile">Account</a></strong>.</p>
<p style="text-align: justify">Here, you can update the following information: <br></p>
<ul><li>Picture</li><li>Name </li>
<li>Login email</li>
<li>Timezone (this is updated automatically to match your computer timezone)</li>
<li>Date/number format</li>
<li>Language</li>
<li>Default currency</li>
</ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.17.18.png" alt=""></figure>

<p style="text-align: justify">You can also change your password by going to <strong>Password &gt; <a href="/settings/password">Password and login</a></strong>. </p>
<hr>
<h2 style="text-align: justify">
<a name="updating-other-users-information"></a>Updating other users’ information </h2>
<div class="support-note success primary"><strong>Note: </strong>If you want to give a user account settings access, please read <a href="https://support.pipedrive.com/hc/en/articles/207344895" title="https://support.pipedrive.com/hc/en/articles/207344895" target="_blank">this article</a>.<br></div>
<p style="text-align: justify">Users with<strong> account settings </strong>access can perform the following actions for regular users and other admins.</p>
<ul><li>Edit <a href="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" title="https://support.pipedrive.com/hc/en/articles/360000309478-Permission-Sets" target="_blank" rel="noreferrer noopener">permission sets</a></li><li>Edit <a href="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" title="https://support.pipedrive.com/hc/en/articles/360000309498-Visibility-Groups" target="_blank" rel="noreferrer noopener">visibility groups</a></li><li> Edit <a href="https://support.pipedrive.com/hc/en/articles/360000246589-Teams" title="https://support.pipedrive.com/hc/en/articles/360000246589-Teams" target="_blank" rel="noreferrer noopener">team</a> information </li><li><a href="https://support.pipedrive.com/article/how-can-i-add-a-user" target="_blank" rel="noreferrer noopener">Add</a> and <a href="https://support.pipedrive.com/article/how-can-i-deactivate-or-reactivate-a-user" target="_blank" rel="noreferrer noopener">deactivate</a> users</li></ul>
<p style="text-align: justify">You can make these changes by going to <strong>Company Settings &gt; <a href="/settings/users">Manage users</a> &gt; “...” &gt; Edit access rights.</strong></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.22.02.png" alt=""></figure><h3>Can an admin user update the login information of other users?<a name="can-an-admin-user-update-the-login-information-of-other-users"></a></h3>
<p style="text-align: justify">For security and privacy reasons, an admin user <strong>can’t</strong> update the name, login email or password of any other user, admin or regular. </p>
<p style="text-align: justify">In Pipedrive, one user can belong to multiple companies with one set of login credentials, so we want to ensure that other users can’t access or change that information.<strong><br></strong></p>
<h3 style="text-align: justify">What if I want to replace a user?<a name="what-if-i-want-to-replace-a-user"></a></h3>
<p style="text-align: justify">The best way to replace a user in Pipedrive is to <a href="https://support.pipedrive.com/hc/en/articles/115005422805" title="https://support.pipedrive.com/hc/en/articles/115005422805" target="_blank" rel="noreferrer noopener">deactivate</a> the existing user and <a href="https://support.pipedrive.com/hc/en/articles/207319685" title="https://support.pipedrive.com/hc/en/articles/207319685" target="_blank" rel="noreferrer noopener">add a new one</a> for the new team member.</p>
<div class="support-note success primary"><strong>Note: </strong>For a guide on transferring previously owned items to a new user, check out <a href="https://support.pipedrive.com/hc/en/articles/360006418457-Viewing-and-reassigning-the-data-of-a-deactivated-user" title="https://support.pipedrive.com/hc/en/articles/360006418457-Viewing-and-reassigning-the-data-of-a-deactivated-user" target="_blank">this article</a>.</div>

Updating user information

updating-your-own-user-information

Updating your own user information

updating-other-users-information

can-an-admin-user-update-the-login-information-of-other-users

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

what-if-i-want-to-replace-a-user

What if I want to replace a user?

Updating other users’ information

Use teams to track shared goals and make team-based reporting easier.

<div class="support-note success primary"><strong>Note:</strong> This feature is only available on Professional and higher plans. Professional plan accounts are limited to three teams, Power plan to fifteen teams and Enterprise plan users have unlimited teams.<br></div>
<p style="text-align: justify">Pipedrive does its best work when it is used to help organize salespeople into an effective and consistent team. On top of that, Pipedrive works to help managers keep that team pointed towards their ultimate goal and directed towards the success of the company.</p>
<p style="text-align: justify">Pipedrive’s <strong>Teams</strong> feature allows admin users to keep an eye on their team’s progress, allowing that admin to observe their team’s progress without having to interrupt them for updates. </p>
<div class="support-note primary">If you’re just getting started with Pipedrive, you can check out our <strong>“Get your team on board”</strong> <strong><a href="https://learn.pipedrive.com/app/courses/f6246955-f620-4afe-b7fa-b9256624d4af" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a></strong>.
<br></div>
<hr>
<h2 style="text-align: justify">Add a team<a name="add-a-team"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings access</a> enabled.<br></div>
<p style="text-align: justify">To create a team in your Pipedrive account, go to <strong>Manage users &gt; <a href="https://app.pipedrive.com/settings/teams" target="_blank" rel="noreferrer noopener">Team filters</a></strong>, then click the <strong>“+ Team”</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.15.46.png" alt=""></figure>
<p style="text-align: justify">Provide a team name, designate a team manager, choose the team members and provide a description of the team. Once that information is provided, click <strong>“Save”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.21.28.png" alt=""></figure>
<p style="text-align: justify">Once a team has been established in your Pipedrive account, you can utilize the<strong> Teams</strong> feature in order to get more effective reporting on the information within your Pipedrive account.</p>
<hr>
<h2>Team filtering<a name="team-filtering"></a></h2>
<p style="text-align: justify">To report on information about a specific team, select the filter dropdown in any view – <a href="https://support.pipedrive.com/hc/en/articles/360000106229-Pipeline-View" target="_blank" rel="noreferrer noopener"><strong>pipeline view</strong></a>, <a href="https://support.pipedrive.com/hc/en/articles/360000146149-List-View" target="_blank" rel="noreferrer noopener"><strong>list view</strong></a>, or <a href="https://support.pipedrive.com/hc/en/articles/207448395-The-Forecast-View-Revenue-Projection" target="_blank" rel="noreferrer noopener"><strong>forecast view</strong></a> – in order to see information owned by the members of that specific team.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.09.57.png" alt=""></figure>
<p style="text-align: justify">If you would like to learn more about filtering in your Pipedrive account check this <a href="https://support.pipedrive.com/hc/en/articles/207497075-Filtering" target="_blank" rel="noreferrer noopener">article</a>.</p>
<hr>
<h2 style="text-align: justify">Teams in Insights <a name="teams-in-insights"></a></h2>
<p style="text-align: justify">You can also utilize the <strong>Teams</strong> feature when keeping track of your team’s progress in <strong><a href="https://support.pipedrive.com/hc/en/articles/360001930658-Insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> &gt; Reports</strong>.</p>
<p style="text-align: justify">When a team has been established in the Pipedrive account, you’ll then be able to filter for your team at the top of your Insights report.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-12-07%20at%2014.27.42.png" alt=""></figure>
<p style="text-align: justify">Learn more about the reporting using our Insights feature and the information it can effectively track <a href="https://support.pipedrive.com/hc/en/articles/207435039-Reports" target="_blank" rel="noreferrer noopener">here</a>.</p>

Teams

add-a-team

Add a team

team-filtering

Team filtering

teams-in-insights

Teams in Insights

<div class="support-note primary">
<strong>Note: </strong>This page is only available to users with account settings access.<br></div>
<p style="text-align: justify">When managing a team, there are times when you want certain users not performing certain tasks, whether it’s because of performance, redundancy, or just keeping team members focused on specific objectives. </p>
<p style="text-align: justify">You can choose which users can execute which tasks using <strong>permission sets.</strong></p>
<p style="text-align: justify">While <a href="https://support.pipedrive.com/en/article/visibility-groups">visibility groups</a> in Pipedrive dictate what users in your account can <strong>see</strong>, permission sets dictate what users in your account can <strong>do. </strong><strong><br></strong></p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/8Qt8XrZmroypyq1fAMTGNH.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="where-to-find-it"></a>Where to find it</h2>
<p style="text-align: justify">To manage your permission sets, go to<strong> Manage Users &gt; <a href="https://app.pipedrive.com/settings/permissions" target="_blank" rel="noreferrer noopener">Permission sets</a></strong>. You can see the permission sets and the number of users under each set in this view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-09%20at%2017.50.40.png" alt=""></figure>
<p style="text-align: justify">Click <strong>“+ Permission set” </strong>to create a custom set of global, deal or campaign permissions. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-09%20at%2017.53.39.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Admin, regular and custom permissions<br><a name="admin-regular-and-custom-permissions"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Projects don’t have a “regular” set, so users can either have full or no access to those permissions.<br></div>
<p style="text-align: justify">By default, admin-level permission sets can’t be changed, since they include every available permission in that category (i.e. Deal admins have every deal permission.) </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Permissions%204.jpg" alt=""></figure>
<p>Regular-level permission sets can be edited by clicking <strong>“...” &gt; Edit </strong>next to a regular permission set.</p>
<hr>
<h2>How many permission sets can I create?<br><a name="how-many-permission-sets-can-i-create"></a></h2>
<p style="text-align: justify">The number of custom permission sets you can have depends on your <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">Pipedrive plan</a>. </p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Subscription</strong></div></td><td><div style="text-align: justify"><strong>Custom permission sets</strong></div></td></tr><tr><td><div style="text-align: justify">Essential and Advanced</div></td><td><div style="text-align: justify">–</div></td></tr><tr><td><div style="text-align: justify">Professional</div></td><td><div style="text-align: justify">2</div></td></tr><tr><td><div style="text-align: justify">Power</div></td><td><div style="text-align: justify">10</div></td></tr><tr><td><div style="text-align: justify">Enterprise</div></td><td><div style="text-align: justify">Unlimited</div></td></tr></tbody></table>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can purchase additional custom permission sets outside your plan by going to <strong>Settings &gt; Usage limits </strong>and selecting <strong>“Purchase the increased limits add-on”</strong>.<strong> </strong>For more information about usage limits, check out <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">this article.</a><br></div>
<hr>
<h2 style="text-align: justify">Editing permission sets<a name="editing-permission-sets"></a></h2>
<p style="text-align: justify">Select a regular permission set and click <strong>“...”&gt; “Edit” </strong>to open the available permissions. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Permissions%205.jpg" alt=""></figure>
<p style="text-align: justify">Then click <strong>“Edit permission set” </strong>to select or deselect permissions, and confirm the changes with <strong>“Save.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-06%20at%2013-59-35.gif" alt=""></figure>
<p style="text-align: justify">A pop-up will open after you save, and you can click <strong>“Manage users” </strong>to go directly to your <strong>users and access</strong> menu. </p>
<div class="support-note success primary"><strong>Note:</strong> Only users with account settings access can enable or disable permissions for other users.<br></div>
<hr>
<h2 style="text-align: justify"><a name="permissions"></a>Permissions</h2>
<p style="text-align: justify">There are five categories for permissions in Pipedrive, and each comes with their own rights and access they represent.<br></p>
<table><tbody><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">Deals app</a></strong></div></td><td><div style="text-align: justify"><strong>Deals</strong><ul><li>Change a deal’s owner</li><li>Delete deals</li>
<li>Convert deals to leads</li>

<li>Merge duplicate deals</li>

<li>Edit deals won/lost date</li></ul>
<p><strong>Leads</strong></p>
<ul>
<li>Change a lead’s owner</li>
<li>Merge duplicate leads</li>
</ul>
<p><strong>Visibility</strong></p>
<ul><li>See the number of deals and value sum in pipelines and deal list views</li></ul></div></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#projects-app" target="_blank" rel="noreferrer noopener">Projects app</a></strong></div></td><td><ul>
<li>Add, edit and delete projects</li>
<li>Add, edit and delete templates</li>
<li>Add, edit and delete project boards and stages</li>
<li>Link project to deal</li>
<li>Add, edit and delete project activities</li>
</ul></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#campaigns-app" target="_blank" rel="noreferrer noopener">Campaigns app</a></strong></div></td><td><ul>
<li>Manage sender and domain information</li>
<li>View campaign reports</li>
<li>Send campaigns</li>
<li>Edit campaigns and email templates</li>
<li>Delete campaigns and email templates</li>
</ul></td></tr><tr><td><div style="text-align: center"><strong><a href="https://support.pipedrive.com/article/global-user-management#global-permissions" target="_blank" rel="noreferrer noopener">Global permissions</a></strong></div></td><td><p><strong>Data management</strong></p>
<ul>
<li>Set up new custom fields</li>
<li>Edit custom fields setup</li>
<li>Delete custom fields from setup</li>
<li>Import data from spreadsheets</li>
<li>Set up labels</li>
<li>Bulk edit items</li>
<li>Export data from list views</li>
</ul>
<p><strong>Sharing within company</strong></p>
<ul>
<li>Share filters with other users</li>
<li>Edit shared filters of other users</li>
</ul>
<p><strong>Sharing externally</strong></p>
<ul>
<li>Share Insights dashboards as public links</li>
</ul>
<p><strong>Emails</strong></p>
<ul>
<li>Use email tracking</li>
</ul>
<p><strong>Visibility</strong></p>
<ul>
<li>See other users’ statistics in Insights</li>
<li>See the company’s statistics in Insights</li>
<li>See other users’ data</li>
<li>Follow other users to see their items</li>
<li>See the names of items and users they can’t access</li>
<li>Change visibility of items</li>
</ul>
<p><strong>Activities</strong></p>
<ul>
<li>Delete activities</li>
</ul>
<p><strong>People</strong></p>
<ul>
<li>Add people</li><li>Edit people owned by other users</li><li>Change a person’s owner</li><li>Delete people</li>
<li>Merge duplicate people</li>
</ul>
<p><strong>Organizations</strong></p>
<ul>
<li>Add organizations</li><li>Edit organizations owned by other users</li><li>Change an organization’s owner</li><li>Delete organizations</li>
<li>Merge duplicate organizations</li>
</ul>
<p><strong>Products</strong></p>
<ul>
<li>Change a product’s owner</li><li>Add products</li>
<li>Edit products</li>
<li>Delete products</li>
<li>Delete product price variations</li>
</ul>
<p><strong>Tools and setup</strong></p>
<ul>
<li>Add automations</li>
<li>Access their own API token</li>
<li>Add and import <a href="https://www.pipedrive.com/en/features/smart-docs-add-on">Smart Docs</a> templates</li>
</ul></td></tr></tbody></table>
<p style="text-align: justify"><strong>Note: </strong>Permissions for Insights visibility can be found in your global user permissions under <strong>visibility.</strong></p>
<hr>
<h2>Permissions for adding/editing new items<a name="permissions-for-adding-editing-new-items"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Permissions discussed below are available on Professional plans and up. <br></div>
<p style="text-align: justify">There are specific permissions in Pipedrive that can block other users from creating or editing account data. </p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Permission name</strong></div></td><td><div style="text-align: justify"><strong>Function</strong></div></td><td><div style="text-align: justify"><strong>Permission location</strong></div></td></tr><tr><td><div style="text-align: justify">Add deals</div></td><td><div style="text-align: justify">Controls whether or not a user can create new deals</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Edit deals owned by other user</div></td><td><div style="text-align: justify">Decides whether a user can edit all deals, or just the ones they own</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Add leads</div></td><td><div style="text-align: justify">Controls whether or not a user can create new leads</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Edit leads owned by other user</div></td><td><div style="text-align: justify">Decides whether a user can edit all leads, or just the ones they own</div></td><td><div style="text-align: justify">Deals app</div></td></tr><tr><td><div style="text-align: justify">Add organizations</div></td><td><div style="text-align: justify">Controls whether or not a user can create new organizations</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Edit organizations owned by other users</div></td><td><div style="text-align: justify">Decides whether a user can edit all organizations, or just the ones they own</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Add people</div></td><td><div style="text-align: justify">Controls whether or not a user can create new people</div></td><td><div style="text-align: justify">Global permissions</div></td></tr><tr><td><div style="text-align: justify">Edit people owned by other users</div></td><td><div style="text-align: justify">Decides whether a user can edit all people, or just the ones they own</div></td><td><div style="text-align: justify">Global permissions</div></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Users with the “add leads” permission disabled can still create new leads with <a href="https://support.pipedrive.com/article/leadbooster-add-on" target="_blank" rel="noreferrer noopener">LeadBooster</a> tools.</div>

Permission sets

where-to-find-it

Where to find it

admin-regular-and-custom-permissions

Admin, regular and custom permissions

how-many-permission-sets-can-i-create

How many permission sets can I create?

editing-permission-sets

Editing permission sets

permissions

Permissions

permissions-for-adding-editing-new-items

Permissions for adding/editing new items

<p style="text-align: justify">When navigating the <strong>Manage Users</strong> page, you might notice that your permissions are set to regular. </p>
<p style="text-align: justify">Users with <strong>regular</strong> access in deals and global permissions have the permissions which were given to them when they were invited into their Pipedrive company account.</p>
<p style="text-align: justify">Based on the chosen options in that permission set, the user may have limited access to viewing and changing certain items in the Pipedrive account. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-27%20at%2018.11.45.png" alt=""></figure>

What is a "regular user"?

<div class="support-note primary">
<strong>Note</strong><strong>:</strong><span> This action is only available to users with <strong>account settings</strong> access</span><span>.</span></div>
<p style="text-align: justify">When an existing Pipedrive user switches to another team or leaves the company, you may want to replace them with a new user. </p>
<p style="text-align: justify">For security purposes, the best way to do this would be to <a href="https://support.pipedrive.com/hc/en/articles/115005422805-How-can-I-deactivate-a-user-" target="_blank" rel="noreferrer noopener">deactivate the old user</a> so they no longer have access and then <a href="https://support.pipedrive.com/hc/en/articles/207319685-How-can-I-add-a-user-" target="_blank" rel="noreferrer noopener">add a new user</a> to your Pipedrive account.</p>
<p style="text-align: justify">You can do both by going to<strong> <a href="/settings/users">Manage users</a></strong> and then, after clicking on <strong>“...” </strong>next to the user you’d like to deactivate, select <strong>“</strong><strong>Deactivate”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-10%20at%2011.15.46.png" alt=""></figure>
<p style="text-align: justify">To add a new user, click on <strong>“+”</strong> on the right-hand side to add a new user to your account.</p>
<p style="text-align: justify"><strong>What if I want to transfer data from the deactivated user to the new user? </strong></p>
<p style="text-align: justify">Once you deactivate a user, you may find that this user had owned deals or contacts that now need to be reassigned to the new user or another active user. You can easily reassign the items by following <a href="https://support.pipedrive.com/hc/en/articles/115005444389-How-can-I-reassign-items-owned-by-a-deactivated-user-" target="_blank" rel="noreferrer noopener">this article</a>. Transferring data in this way will allow you to choose exactly what needs to be reassigned and prevent any confidential information from being shared. </p>

How can I replace users in my Pipedrive company account?

<div class="support-note success primary"><strong>Note: </strong>This action is only available to users with <strong>Account settings</strong> access.</div>
<p style="text-align: justify">To access user management, go to <strong>Company settings &gt;</strong> <strong><a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener">Manage Users</a>.</strong></p>
<p style="text-align: justify">If you have <strong>Account settings</strong> permission, you’ll see a <strong>“...” </strong>to the right of each user, where you can click on <strong>edit access rights</strong>: </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-15%20at%2015.22.02.png" alt=""></figure>

<p style="text-align: justify">From there, the edit access panel will open, and you’ll be able to assign Admin access for <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, deals, and <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">Global Permissions</a> by clicking on their dropdown boxes. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:265px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-10-17%20at%208.30.07%20AM.png" width="265" height="278" alt=""></figure>

How can I make a user into an admin user?

Learn how to deactivate, reactivate or delete a user from your Pipedrive account.

<div class="support-note primary">
<strong>Note: </strong>These actions are only available to users with <strong>account settings</strong> access.</div>
<p style="text-align: justify">If an employee has left your company or simply no longer requires access, they can be deactivated from the Pipedrive company account. When a user is deactivated, all of the deals and contacts that they own remain in the account, but also remain owned by that deactivated user. </p>
<p style="text-align: justify">Prior to deactivating a user in your Pipedrive account, we suggest first seeing if there are any deals or contacts currently owned by that user.</p>
<p style="text-align: justify">To do so, filter for items owned by that user, and use our <a href="https://support.pipedrive.com/hc/en/articles/206529689" target="_blank" rel="noreferrer noopener">bulk edit function</a> to change the <strong>owner</strong> of those items. If you have already deactivated a user that may still have items assigned to their user account.</p>
<p style="text-align: justify">You can view and reassign the ownership of those items to another user in your account as shown in <a href="https://support.pipedrive.com/hc/en/articles/360006418457" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note primary">
<strong>Note</strong>: Deactivated users will still appear in the <strong>progress</strong> tab of your Pipedrive account.</div>
<hr>
<h2 style="text-align: justify">
<a name="deactivating-a-user"></a>Deactivating a user</h2>
<p style="text-align: justify">To deactivate a user from Pipedrive, go to <strong>Settings &gt; Manage users &gt; <a href="/settings/users">Users and access</a>.</strong> To the right-hand side of each user, you’ll see a <strong>“...<strong>“</strong></strong>. Click on the <strong>“</strong><strong>Deactivate<strong>“</strong></strong> option to deactivate the user you want to remove from your Pipedrive account. </p>

<p style="text-align: justify">When you deactivate a user, you’ll also see the data that is currently owned by that user so that you can reassign the items if necessary. You’ll also see a reminder to remove any unused seats.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Modal%20window.png" alt=""></figure>


<hr>
<h2 style="text-align: justify">
<a name="removing-unused-seats"></a>Removing unused seats</h2>
<p style="text-align: justify">If you opt to remove unused seats during user deactivation, you’ll need to confirm the change in the billing checkout.<br></p>
<p>You can learn about the difference between a billed seat and a Pipedrive user in <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" target="_blank" rel="noreferrer noopener">this article</a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.11.50.png" alt=""></figure>
<ul><li><strong>If you remove this unused seat</strong>, you’ll no longer have an active seat to add a user to. You’ll be billed for the decreased seat amount from your next invoice date. You can learn about the difference between a billed seat and a Pipedrive user in <a href="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat" title="https://support.pipedrive.com/en/article/what-is-the-difference-between-a-user-and-a-seat">this article</a>.</li><li><strong>If you don’t remove this unused seat</strong>, then that seat still exists in your account and billing remains unchanged. This allows you to add another user to replace the deactivated user easily without having to process multiple billing transactions.</li></ul>
<div class="support-note success primary"><strong>Note</strong>: Pipedrive billing is based on active seats. Deactivating users only reduces the costs of your Pipedrive subscription if the seat numbers decrease. You can read more about the billing process <a href="https://support.pipedrive.com/hc/en/articles/115005426009" title="https://support.pipedrive.com/hc/en/articles/115005426009" target="_blank">in this article</a>.</div>
<hr>
<h2 style="text-align: justify">
<a name="reactivating-a-user"></a>Reactivating a user</h2>
<p style="text-align: justify">Any deactivated user can be reactivated by going to the <strong>Deactivated</strong> tab and clicking “<strong>Reactivate</strong>” next to the target user. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.18.17.png" alt=""></figure>

<p style="text-align: justify"><strong>Changes in active seat count:</strong><br></p>
<ul><li>If an open seat exists, reactivated users fill it without affecting the billing</li><li>If reactivating a user adds a new seat to your account, your billed seat count will increase, billing you immediately for that new seat</li></ul>
<p>You can read more about this billing process in <a href="https://support.pipedrive.com/article/what-happens-to-my-billing-when-i-add-a-user-in-pipedrive" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2>Deleting a user<a name="deleting-a-user"></a></h2>
<p style="text-align: justify">If you need to remove the name and email address of a deactivated user, you can permanently delete it. </p>
<div class="support-note warning"><strong>Note:</strong> Once a user is deleted, it can’t be reactivated.<br></div>
<p style="text-align: justify">To delete a user, go to the <strong>Deactivated</strong> tab and click “<strong>Delete user</strong>” next to the target user.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-02-29%20at%2012.18.17%202.png" alt=""></figure>
<p style="text-align: justify"><strong>Upon user deletion:</strong><br></p>
<ul><li>The user’s name, email, and profile picture are completely removed from your company account. Instead, you’ll see the name <code>(deleted user)</code> or <code>(deleted user, IDxxxxxxxx)</code>.</li><li>All leads, deals and contacts the deleted user owns remain in your company account and are still assigned to the deleted user, unless the ownership is transferred during deletion. </li></ul>
<div class="support-note success primary"><strong>Note:</strong> We highly recommend transferring item ownership before the user is deleted, as you’ll no longer be able to select the deactivated user in filters. As an alternative, you can create a filter with conditions where the owner is <strong>not</strong> any of the other users.</div>
<p style="text-align: justify">Learn about the other items the deleted user could be part of in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.</p>

How can I deactivate, reactivate or delete a user?

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Deactivating a user

removing-unused-seats

Removing unused seats

reactivating-a-user

Reactivating a user

deleting-a-user

Deleting a user

<p style="text-align: justify">The admin user with account settings access is the first user that set up the account and the users that they assigned admin status since then.</p>
<p style="text-align: justify">If you are not sure who the admin user is on your account, for security reasons and to maintain user privacy, our support agents cannot answer this question for you. Unfortunately, there is no possibility for our support team to share this information with you.</p>
<p style="text-align: justify">In this case, one possibility would be for you to check the user that your invitation email to Pipedrive arrived from. In many cases, this user will still be the admin user.</p>
<p style="text-align: justify">Otherwise, you will need to contact your manager, supervisor, IT admin, or colleagues to find out who is the admin user on the account.</p><div class="support-note success primary"><strong>Note</strong>: The original creator of the account will be given account settings admin status, however this status can be removed or given to other users. You can check out <a href="https://support.pipedrive.com/article/global-user-management" target="_blank" rel="noreferrer noopener">this article</a> for more information about user management. </div>

Who is the admin user of my account?

<p>As a global permissions admin, if you would like to assign users to follow other users in your Pipedrive account, go to your <strong><a href="https://support.pipedrive.com/article/user-overview" target="_blank" rel="noreferrer noopener">User overview</a></strong> and click the followers drop-down box in the top right corner: <br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%202022-10-11%20at%2010.05.58.png" alt=""></figure>


<p>You can either add an existing user as a follower, or start following that user yourself.</p><div class="support-note success primary"><strong>Note: </strong>You will only be able to add followers for other users if you are a global permissions admin. Regular users will still be able to follow other users, but they can't assign followers.<br><br></div>
<p>Once a user is being followed, updates they make will appear under the <strong>Updates</strong> tab in your user overview. </p>

How can I follow items owned by other Pipedrive users?

<div class="support-note success primary"><strong>Note:</strong> To view another user’s overview, you must have global admin settings enabled.</div>
<p>If you want to see the last time a user in your company has logged into your Pipedrive company account, you can do so by going to their <a href="https://support.pipedrive.com/article/user-overview" target="_blank" rel="noreferrer noopener">user overview</a>. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-07-26%20at%2014.44.01.png" alt=""></figure>

<p>If you look under “<strong>Last login</strong>”, you will be able to see the last date and time your users logged in.<br></p>
<div class="support-note success primary"><strong>Note:</strong> You can also access last login data by going to Settings &gt; Security Center &gt; <strong><a href="https://app.pipedrive.com/settings/security-dashboard/device-history" target="_blank" rel="noreferrer noopener">Dashboard</a> </strong>and checking the device history.</div>

Viewing last login time by user

<p style="text-align: justify">If an employee has left your company or simply no longer requires access, they can be deactivated and deleted from the Pipedrive company account.</p>
<p style="text-align: justify">Learn more about deactivating and reactivating and reactivating in <a href="https://support.pipedrive.com/en/article/how-can-i-deactivate-or-reactivate-a-user">this article</a>. </p>
<hr>
<h2>What happens to the data of a deactivated user?<br><a name="what-happens-to-the-data-of-a-deactivated-user"></a></h2>
<p style="text-align: justify">When a user is deactivated, all of the deals and contacts that they own remain in the account and will also remain owned by that deactivated user. You can still filter for data owned by the deactivated in your list view. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-16%20at%2017.45.06.png" alt=""></figure>
<p>You can learn more about the data of a deactivated user in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">How can I reassign the data of a deactivated user? <a name="how-can-i-reassign-the-data-of-a-deactivated-user"></a></h2>
<p style="text-align: justify">You can reassign the data of a user before or after they’re deactivated with the <a href="https://support.pipedrive.com/en/article/bulk-editing-and-filtering">bulk edit</a> functionality directly from the list view or individually from the item’s <strong>detail view</strong>.</p>
<p style="text-align: justify">Learn more about how to reassign a deactivated user’s data in <a href="https://support.pipedrive.com/en/article/viewing-and-reassigning-the-data-of-a-deactivated-user">this article</a>. <br></p>
<hr>
<h2 style="text-align: justify">What happens to my reporting? <a name="what-happens-to-my-reporting"></a></h2>
<p style="text-align: justify">Similar to the list view, you’ll still be able to filter for deactivated user data in your dashboard. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-01-17%20at%2016.17.43.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">What happens to the data owned by a deactivated user?<a name="what-happens-to-the-data-owned-by-a-deactivated-user"></a></h2>
<p style="text-align: justify">All the notes added by deactivated users will remain visible in the <strong>detail view</strong> of a deal or contact unless deleted by an admin user.</p>
<p style="text-align: justify">Learn more about the data of a deactivated user in <a href="https://support.pipedrive.com/article/data-deleted-deactivated-user" target="_blank" rel="noreferrer noopener">this article</a>.<strong><br></strong></p>
<hr>
<h2>What happens with the emails linked to deals or contacts from a deactivated user?<a name="what-happens-with-the-emails-linked-to-deals-or-contacts-from-a-deactivated-user"></a></h2>
<p style="text-align: justify">Emails that are not shared or linked to any deal, lead, project, organization or person will be deleted if the user is deactivated for more than 30 days. </p><hr>
<h2 style="text-align: justify">Will the deactivated users still show up in Pipedrive? <a name="will-the-deactivated-users-still-show-up-in-pipedrive"></a></h2>
<p style="text-align: justify">You’ll still be able to see the names of your deactivated users when filtering or creating reports on data that has already been created. However, you won’t be able to assign any new items in Pipedrive to deactivated users. </p><hr><h2 style="text-align: justify">What happens to the data if I permanently delete a user?<a name="what-happens-to-the-data-if-i-permanently-delete-a-user"></a></h2>
<p style="text-align: justify">The user’s name, email and profile picture are removed from the company account. Displayed as <code>deleted user</code> or <code>deleted user, IDxxxxxxxx</code>.</p>
<p style="text-align: justify">Leads, deals, contacts, products, activities, projects, and project tasks remain, still assigned to the deleted user unless ownership is transferred before user deletion.</p>

What happens when a user gets deactivated or deleted?

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What happens to the data of a deactivated user?

how-can-i-reassign-the-data-of-a-deactivated-user

How can I reassign the data of a deactivated user?

what-happens-to-my-reporting

What happens to my reporting?

what-happens-to-the-data-owned-by-a-deactivated-user

What happens to the data owned by a deactivated user?

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What happens with the emails linked to deals or contacts from a deactivated user?

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Will the deactivated users still show up in Pipedrive?

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What happens to the data if I permanently delete a user?

<div class="support-note success primary"><strong>Note: </strong>Editing visibility groups can only be done by users with <a href="https://support.pipedrive.com/article/global-user-management#account-settings" target="_blank" rel="noreferrer noopener">account settings</a> enabled. <br></div>
<p style="text-align: justify">Visibility groups allow you to categorize your users and dictate what items they will be allowed access to view.</p>
<p style="text-align: justify">In Pipedrive it is also possible to choose which groups of users can view certain leads in their account. Users in these groups must have <a href="https://support.pipedrive.com/article/global-user-management#deals-app" target="_blank" rel="noreferrer noopener">deals access</a> enabled. Learn how visibility groups work in Pipedrive in <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="company-settings"></a>Company settings</h2>
<div class="support-note success primary"><strong>Note: </strong>Only users with account settings enabled can edit visibility groups from the <strong>Manage users</strong> page. The number of visibility groups you have will depend on the plan you are on. </div>
<p style="text-align: justify">You can set your lead's default visibility by going to <strong>Manage users &gt; </strong><a href="http://app.pipedrive.com/settings/visibility-groups" title="http://app.pipedrive.com/settings/visibility-groups"><strong>Visibility groups</strong></a>.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-10-10%20at%2011.33.16.png" alt=""></figure>

<hr>
<h2 style="text-align: justify"><a name="editing-visibility-groups-in-the-leads-inbox"></a>Editing visibility groups in the Leads Inbox</h2>
<p style="text-align: justify">When managing leads in your <a href="https://support.pipedrive.com/en/article/leads-inbox" title="https://support.pipedrive.com/en/article/leads-inbox">Leads Inbox</a>, you can edit your lead's visibility when adding it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-12-20%20at%2019.36.59.png" alt=""></figure>
<p style="text-align: justify">If you would like to change the visibility for one lead, this can be done from the <strong>lead detail</strong> view by clicking on the <strong>lead name</strong> and then on the <strong>visibility icon</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-12-20%20at%2019.39.44.png" alt=""></figure>
<p style="text-align: justify">In order to edit your lead's visibility <strong>in bulk</strong>, you can go to your <strong>Leads Inbox</strong>, select any leads you would like to update and change their visibility in the sidebar.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2016.48.43.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="setting-visibility-groups-from-chatbot-and-web-forms"></a>Setting visibility groups from Chatbot and Web Forms</h2>
<p style="text-align: justify"><strong>Chatbot</strong></p>
<p style="text-align: justify">If your team uses Pipedrive's <a href="https://support.pipedrive.com/en/article/chatbot" title="https://support.pipedrive.com/en/article/chatbot">Chatbot feature</a>, you can select what visibility you would like your new lead to be added to.</p>
<p style="text-align: justify">Under the <strong>Playbook editor</strong>, when adding your end result, the visibility can be edited under <strong>Owner</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2017.35.00.png" alt=""></figure>
<p style="text-align: justify"><strong>Web Forms</strong></p>
<p style="text-align: justify">If you use Pipedrive's <a href="https://support.pipedrive.com/en/article/web-forms" title="https://support.pipedrive.com/en/article/web-forms">Web Forms</a>, it is possible for you to decide on what visibility your lead will be assigned to once it has been added.</p>
<p style="text-align: justify">When choosing the <strong>Submit option</strong><strong>s</strong> for your Web Form, you should select your preferred visibility for leads added within <strong>Saving preferences</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202023-01-18%20at%2017.37.54.png" alt=""></figure>

Visibility groups for leads

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Company settings

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Editing visibility groups in the Leads Inbox

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Setting visibility groups from Chatbot and Web Forms

<p dir="ltr" style="text-align: justify">In this article, you’ll learn how to change the visibility of <strong>deals</strong>, <strong>people</strong> and <strong>organizations</strong>. If you want to learn how to change the visibility of <strong>leads</strong>, check out <a href="https://support.pipedrive.com/en/article/visibility-groups-for-leads">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="visibility-groups"></a>Visibility groups</h2>
<div dir="ltr" class="support-note success primary"><strong>Note</strong><strong>:</strong> This action is only available to users with account settings access. Read <a href="https://support.pipedrive.com/en/article/visibility-groups" title="https://support.pipedrive.com/en/article/visibility-groups">this article</a> to learn more about visibility groups. <br></div>
<p dir="ltr" style="text-align: justify">When managing a team, you may want to restrict access to specific information in your account. Pipedrive offers visibility groups to allow you to categorize your users and define which items they can see.</p>
<p dir="ltr" style="text-align: justify"><span style="color: rgb(192,80,77)"></span>To begin configuring your default visibility, go to <strong>Settings &gt; Manage Users &gt; <a href="https://app.pipedrive.com/settings/visibility-groups">Visibility groups</a>.</strong></p>
<p dir="ltr" style="text-align: justify">You will be given the option to select the <strong>default visibility </strong>for items added to the system. You can change this at any given time.<span style="color: rgb(192,80,77)"></span></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-01-17%20at%2020-57-03.gif" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>The flexibility you have with your visibility groups depends on your company's plan. Essential and Advanced users are limited to one default visibility group for all users. Professional plan users have access to three groups, Power to fifteen and Enterprise plan users have unlimited groups. <br></div>
<hr>
<h2 style="text-align: justify"><a name="detail-view"></a>Detail view</h2>
<div dir="ltr" class="support-note success primary"><strong>Note:</strong> This action is only available to admin users and regular users with the correct permissions enabled.<br></div>
<p dir="ltr" style="text-align: justify">The <strong>detail view</strong> is the view of a single deal, person, or organization and contains all information related to that item. You can also set the visibility of an item at the individual level in the detail view.</p>
<p dir="ltr" style="text-align: justify">Click on the visibility icon at the top of the page and select the visibility for that specific item.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20detail%20view.png" alt=""></figure>
<p style="text-align: justify">Similar to the information above, the visible-to options are the same visibility options specific to your Pipedrive plan.<br></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The visibility of a single item <strong>will override the visibility group setting.</strong><br></div>
<hr>
<h2 style="text-align: justify"><a name="list-view"></a>List view</h2>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>This action is only available to admin users and regular users with the correct permissions enabled.<br> </div>
<p dir="ltr" style="text-align: justify">Depending on the number of items you need to edit, there are two ways to change the visibility of items in the list view.</p>
<p dir="ltr" style="text-align: justify">If you want to change the visibility of a single item in the list view, make sure that your "<strong>Visible to</strong>"<strong> </strong>column is<strong> </strong>visible. Next, hover over the item to see a pencil icon for editing and click on it to edit its visibility setting. <span style="color: rgb(192,80,77)"><br></span></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/visibility%20list%20view.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">If you wish to change the visibility of several items, you can use the <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">bulk edit</a> option. You can either select specific items or all the items displayed on your list. Then, you can change their visibility by selecting a different option. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-01-17%20at%2020-32-45.gif" alt=""></figure>
<p style="text-align: justify">Learn more about the bulk-editing feature in <a href="https://support.pipedrive.com/en/article/why-can-t-i-see-my-colleagues-items-in-the-list-view">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="visibility-issues"></a>Visibility issues<br></h2>
<p dir="ltr" style="text-align: justify">If you are a regular user, you may encounter issues when trying to open certain people, organizations, or deals.</p>
<p dir="ltr" style="text-align: justify">When this happens, the following banner will appear:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-06-07%20at%2012.57.21.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">Once the banner appears, we suggest that you reach out to your admin so they can either grant you visibility or change your status to a <a href="https://support.pipedrive.com/en/article/followers">follower</a>. Learn more about it in <a href="https://support.pipedrive.com/article/why-can-t-i-see-my-colleagues-items-in-the-list-view">this article</a>.<br></p>

How can I change the visibility of items?

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detail-view

Detail view

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List view

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Visibility issues

Users and permissions

<div class="support-note success primary"><strong>Note: </strong>Pipedrive has no usage limits for contacts. However, third-party apps like Google Contacts can. If you have contact sync enabled, you may get a limit from your contact provider.</div>
<p style="text-align: justify">In Pipedrive, usage limits are based on the <a href="https://support.pipedrive.com/article/what-features-do-the-pipedrive-plans-have" target="_blank" rel="noreferrer noopener">plan</a> you’re on.<br></p>
<hr>
<h2>Usage limits per plan<a name="usage-limits-per-plan"></a></h2>
<table><tbody><tr><td></td><td><div style="text-align: center"><strong>Essential</strong></div></td><td><div style="text-align: center"><strong>Advanced</strong></div></td><td><div style="text-align: center"><strong>Professional</strong></div></td><td><div style="text-align: center"><strong>Power</strong></div></td><td><div style="text-align: center"><strong>Enterprise</strong></div></td></tr><tr><td><strong>Open deals (per company)</strong><div class="support-note success primary"><strong>Note:</strong> More info in section below.</div></td><td><div style="text-align: center">3,000</div></td><td><div style="text-align: center">10,000</div></td><td><div style="text-align: center">100,000</div></td><td><div style="text-align: center">200,000</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/custom-fields" target="_blank" rel="noreferrer noopener">Custom fields</a> (per company)</strong></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">100</div></td><td><div style="text-align: center">300</div></td><td><div style="text-align: center">500</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/insights-feature" target="_blank" rel="noreferrer noopener">Insights</a> reports (per user)</strong></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">150</div></td><td><div style="text-align: center">250</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">visibility groups</a></strong><strong> <strong>(per company)</strong></strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">3</div></td><td><p style="text-align: center">15</p></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong>Custom <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission sets</a> <strong>(per company)</strong></strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">2</div></td><td><p style="text-align: center">10</p></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/teams" target="_blank" rel="noreferrer noopener">Teams</a> <strong>(per company)</strong></strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">3</div></td><td><div style="text-align: center">15</div></td><td><div style="text-align: center">Unlimited</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">Automations</a> (active per user)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">30</div></td><td><div style="text-align: center">60</div></td><td><div style="text-align: center">90</div></td><td><div style="text-align: center">180</div></td></tr><tr><td><strong><a href="https://support.pipedrive.com/article/syncing-multiple-email-accounts" target="_blank" rel="noreferrer noopener">Multiple email sync</a> (per user)</strong></td><td><div style="text-align: center">N/A</div></td><td><div style="text-align: center">1 email account</div></td><td><div style="text-align: center">2 email accounts</div></td><td><div style="text-align: center">3 email accounts</div></td><td><div style="text-align: center">5 email accounts</div></td></tr><tr><td><strong>API tokens (per company)</strong></td><td><div style="text-align: center">30,000</div></td><td><div style="text-align: center">60,000</div></td><td><div style="text-align: center">90,000</div></td><td><div style="text-align: center">150,000</div></td><td><div style="text-align: center">210,000</div></td></tr><tr><td><strong>Leads and deals (per company)</strong><div class="support-note success primary"><strong>Note:</strong> More info in section below.</div></td><td><div style="text-align: center">1,000 x seats</div></td><td><div style="text-align: center">3,000 x seats</div></td><td><div style="text-align: center">10,000 x seats</div></td><td><div style="text-align: center">15,000 x seats</div></td><td><div style="text-align: center">Unlimited</div></td></tr></tbody></table>
<h3>Leads and deals limit<a name="leads-and-deals-limit"></a></h3>
<p style="text-align: justify">Starting 29th of May 2025, the <strong>leads and deals</strong> usage limit applies to company accounts created on or after this date, replacing the previous <strong>open deals</strong> limit.<br></p>
<table><tbody><tr><td><div style="text-align: center"><strong>Open deals</strong></div></td><td>An open deal refers to a deal that has <strong>not</strong> been won, lost, or deleted.<div class="support-note success primary"><strong>Note:</strong> Applicable to company accounts created before May 2025. </div></td></tr><tr><td><div style="text-align: center"><strong>Leads and deals</strong></div></td><td>Total combined number of leads and deals that have <strong>not</strong> been archived or deleted<div class="support-note success primary"><strong>Note:</strong> Applicable to accounts created from May 2025. To ensure performance stability, 300,000 is the maximum combined number of leads and deals allowed on all plans except Enterprise.</div></td></tr></tbody></table>
<p style="text-align: justify">To know whether your account is subject to open deals limit or leads and deals limit, refer to your billing information or to the <a href="http://app.pipedrive.com/settings/usage-caps"><strong>Usage</strong></a> menu in your company settings.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/usage%20deals.png" alt=""></figure>
<h3 style="text-align: justify">Automations<a name="automations"></a></h3>
<p>Some features of the <strong>Automations</strong> tool also depend on the plan you’re on.</p>
<p><strong>Delays per automation</strong></p>
<table><tbody><tr><td><div style="text-align: center"><strong>Advanced</strong></div></td><td><div style="text-align: center"><strong>Professional</strong></div></td><td><div style="text-align: center"><strong>Power</strong></div></td><td><div style="text-align: center"><strong>Enterprise</strong></div></td></tr><tr><td>30 active automations per user</td><td>60 active automations per user</td><td>90 active automations per user</td><td>180 active automations per user</td></tr><tr><td>10 actions per automation</td><td>10 actions per automation</td><td>10 actions per automation</td><td>10 actions per automation</td></tr><tr><td>3 delays per automation</td><td>10 delays per automation</td><td>10 delays per automation</td><td>10 delays per automation</td></tr><tr><td><strong>Total Time Limit: 90 days</strong></td><td><strong>Total Time Limit: 90 days</strong></td><td><strong>Total Time Limit: 90 days</strong></td><td><strong>Total Time Limit: 90 days<br></strong></td></tr></tbody></table>
<div class="support-note success primary"><strong>Note: </strong>Usage limits are also applied to the number of total workflows you can have active in your account. For more information about these limits, read <a href="https://support.pipedrive.com/article/how-many-workflows-can-i-have-in-pipedrive" target="_blank" rel="noreferrer noopener">this article.</a></div>
<hr>
<h2>How can I view my usage?<br><a name="how-can-i-view-my-usage"></a></h2>
<p style="text-align: justify">You can view your usage details by going to <strong>Settings &gt; Company &gt; <a href="http://app.pipedrive.com/settings/usage-caps">Usage</a></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-27%20at%2015.34.44.png" alt=""></figure>
<div dir="ltr" style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Admin users will be notified in-app and by email when the limit reaches 80% and 100%.</div>
<hr>
<h2 style="text-align: justify">What happens when I’ve reached usage limits?<a name="what-happens-when-i-ve-reached-usage-limits"></a></h2>
<p dir="ltr" style="text-align: justify">Pipedrive <strong>won’t</strong> delete any of your data when you’re over a limit.</p>
<p dir="ltr" style="text-align: justify">However, you’ll be blocked from manually adding more of the exceeded data until you free up space or <a href="https://app.pipedrive.com/settings/subscription/change" target="_blank" rel="noreferrer noopener">upgrade to a higher plan</a>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202025-05-27%20at%2015.50.01.png" alt=""></figure>
<p dir="ltr" style="text-align: justify">When you’re at an open deals or leads and deals limit, excess deals created by <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automations</a>, LeadBooster (<a href="https://support.pipedrive.com/article/chatbot" target="_blank" rel="noreferrer noopener">Chatbot</a> or <a href="https://support.pipedrive.com/article/web-forms" target="_blank" rel="noreferrer noopener">Web Forms</a>), public API, or during an <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">import</a> will instead be sent to your <strong><a href="https://support.pipedrive.com/article/deals-waitlist" target="_blank" rel="noreferrer noopener">deals waitlist</a> </strong>or <strong><a href="https://support.pipedrive.com/article/importing-errors-and-skip-files" target="_blank" rel="noreferrer noopener">import skip file</a></strong>, respectively. Both of these can be re-imported when there is more space in your account.</p>
<div class="support-note warning"><strong>Note:</strong> Deals that have been on the waitlist for one year will be automatically deleted. Automatically created leads don’t go to any waitlist and are discarded.</div>

Usage limits in Pipedrive

usage-limits-per-plan

leads-and-deals-limit

Leads and deals limit

automations

Automations

Usage limits per plan

how-can-i-view-my-usage

How can I view my usage?

what-happens-when-i-ve-reached-usage-limits

What happens when I’ve reached usage limits?

<div class="support-note success primary"><strong>Note:</strong> These actions are only available to admin users and regular users with the correct permissions enabled. The number of open deals, leads and deals, custom fields and insights reports you can add depend on the plan that you're on. You can learn more about usage limits in <a href="https://support.pipedrive.com/en/article/usage-limits-in-pipedrive">this article</a>.<br></div>
<p dir="ltr" style="text-align: justify">Your database is one of the most valuable resources within your company. However, over time some information is bound to become outdated, and failing to maintain the health and quality of your database can cost your company money and clients. </p>
<p dir="ltr" style="text-align: justify">Regular maintenance of your database increases efficiency and lets you achieve higher conversion rates, so here are some tips to help free up space and keep your account running smoothly.</p>
<hr>
<h2 style="text-align: justify"><a name="deleting-items"></a>Deleting items</h2>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>We recommend <a href="https://support.pipedrive.com/en/article/exporting-data-from-pipedrive" target="_blank" rel="noreferrer noopener">exporting data</a> you plan to remove prior to deletion, so it can be added back into your account later on if needed.</div>
<p dir="ltr" style="text-align: justify">The most effective way to free up space in your account is to delete data that isn’t necessary anymore. You can delete individual items in their detail views, or in bulk using the list view. </p>
<p dir="ltr" style="text-align: justify"><strong>Deleting with the detail view</strong></p>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Activities can’t be deleted using the detail view.</div>
<p dir="ltr" style="text-align: justify">To delete a single item in Pipedrive (lead, deal, contact, product, project,) go to the detail view and click <strong>”...“ &gt; Delete. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/clear%20space%201.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify"><strong>Deleting with the list view</strong></p>
<p dir="ltr" style="text-align: justify">If you want to delete an activity or delete items in bulk, go to your list view and select the items you want to delete, then click the <strong>trash can</strong> icon.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%202.jpg" alt=""></figure>
<p dir="ltr" style="text-align: justify">You can <a href="https://support.pipedrive.com/en/article/filtering">create and apply filters</a> in the list view if you want to specify which items to delete, rather than selecting them individually. <br></p>
<hr>
<h2 style="text-align: justify">Archiving deals and leads<a name="archiving-deals-and-leads"></a></h2>
<p>Archiving allows you to remove inactive leads and deals from your active view without losing historical data, helping you stay focused and improve system performance.</p>
<p>You can archive any deal or lead that is no longer actively managed. Here are common scenarios:</p><ul><li>Inactive for a long time</li><li>Closed or stale</li><li>Low-priority or low-value</li><li>For record-keeping</li></ul>
<p>Learn how to archive deals and leads in <a href="https://support.pipedrive.com/article/archive-deals-leads" target="_blank" rel="noreferrer noopener">this article</a>.</p><hr><h2 style="text-align: justify">Deleting custom fields and reports<a name="deleting-custom-fields-and-reports"></a></h2>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>We recommend limiting redundancies when creating custom fields to optimize storage, like creating multiple custom fields under the same name for different items (i.e. a ”source“ field for both deals and people.)</div>
<p dir="ltr" style="text-align: justify">Custom fields and reports are both impacted by <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">usage limits</a>, so knowing how to delete them is important for storage management. </p>
<p style="text-align: justify"><strong>Custom fields </strong></p>
<p style="text-align: justify">Go to <strong>Settings &gt; Data fields, </strong>find the desired field and click <strong>”...“ &gt; Delete.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%209.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Reports</strong><br></p>
<p style="text-align: justify">Go to your <strong><a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener">Insights</a></strong>, select the desired report and click <strong>”...“ &gt; Remove from your reports.</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%208.jpg" alt=""></figure>
<div dir="ltr" class="support-note success primary"><strong>Note: </strong>Other items in Pipedrive (i.e. automations) can be deleted using the <strong>”...“ </strong>options, or by clicking the available <strong>trash can</strong> icon (i.e. webhooks, automatic assignments.) </div>
<hr>
<h2 style="text-align: justify">Managing deals<a name="managing-deals"></a></h2>
<p style="text-align: justify">There are some actions available for deals related to data management that other items don’t have. This can be important, especially since the number of <strong>open deals</strong> or <strong>leads and deals</strong> you can have is impacted by <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive" target="_blank" rel="noreferrer noopener">usage limits. </a></p>
<h3 style="text-align: justify">Converting deals to leads<a name="converting-deals-to-leads"></a></h3>
<div class="support-note success primary"><strong>Note: </strong>The Rotting feature is a great way to see which deals have been stagnating in your pipeline, and potentially need to be moved to your Leads inbox. For more information about that tool, check out <a href="https://support.pipedrive.com/article/the-rotting-feature" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p style="text-align: justify">If you have an excess of open deals in your account and need to remove some to make room for new deals, you can move those deals into your Leads inbox. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%205.jpg" alt=""></figure>
<p style="text-align: justify">You can do this in two ways: </p>
<ul><li>from the deal detail view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%206.jpg" alt=""></figure>
<ul><li>from the list view<br></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%207.jpg" alt=""></figure>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>You can convert up to 100 deals at a time.</div>
<h3 style="text-align: justify">Reopening deals <br><a name="reopening-deals"></a></h3>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>Deleted deals can be recovered for 30 days after initial deletion. <br></div>
<p style="text-align: justify">If you’ve deleted deals and want to add them back into your account, start by applying the filter for <strong>all deleted deals</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%203.jpg" alt=""></figure>
<p style="text-align: justify">Then select the desired deal and, in the detail view, click <strong>”Reopen.“</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%204.jpg" alt=""></figure>
<h3 style="text-align: justify">Deal status<br><a name="deal-status"></a></h3>
<div class="support-note success primary"><strong>Note: </strong>By default, the pipeline view only displays <strong>open deals</strong>. However, you can apply filters to your pipeline view to display won and lost deals as well. For more information about filtering in Pipedrive, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this guide. </a><br></div>
<p style="text-align: justify">Keeping won and lost deals <strong>open</strong> affects your reports and statistics since they’re counted toward your deal storage. </p>
<p style="text-align: justify">If your deals were already <strong>won</strong> or <strong>lost</strong>, we recommend marking them accordingly. You can do this in two different ways: <br></p>
<ul><li>Detail view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2010.jpg" alt=""></figure>
<ul><li>List view</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2011.jpg" alt=""></figure>
<h3>What do ”open deals” and ”leads and deals” mean?<a name="what-do-open-deals-and-leads-and-deals-mean"></a></h3>
<p dir="ltr">An <strong>open deal</strong> refers to a deal that has <strong>not</strong> been <strong>won</strong>, lost, or deleted. This is applicable to company accounts created before May 29, 2025.</p>
<p dir="ltr"><strong>Leads and deals </strong>refer to the total number of combined leads and deals that have <strong>not</strong> been <strong><a href="https://support.pipedrive.com/article/archive-deals-leads" target="_blank" rel="noreferrer noopener">archived</a></strong> or <strong>deleted</strong>. This is applicable to accounts created from May 29, 2025. </p>
<div dir="ltr" class="support-note success primary"><strong>Note:</strong> To ensure performance stability, 300,000 is the maximum combined number of leads and deals allowed on all plans except Enterprise.</div>
<p>Learn more about lead and deal limits in <a href="https://support.pipedrive.com/article/usage-limits-in-pipedrive#leads-and-deals-limit" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">Managing duplicates<br><a name="managing-duplicates"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Only deals, people and organizations can be merged. For more information about Pipedrive’s method for identifying duplicates, check out <a href="https://support.pipedrive.com/article/how-does-the-merge-duplicates-feature-identify-duplicates-in-pipedrive" target="_blank" rel="noreferrer noopener">this article. </a><br></div>
<p style="text-align: justify">Another great way to streamline your data and free up space is to remove or <a href="https://support.pipedrive.com/article/merge-duplicates" target="_blank" rel="noreferrer noopener">merge duplicates.</a> </p>
<p style="text-align: justify"><strong>Detail view merging</strong></p>
<p style="text-align: justify">Deals and contacts can be merged in the detail view by clicking <strong>”...“ &gt; Merge. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2012.jpg" alt=""></figure>
<p style="text-align: justify">Type the name of the deal or contact you want to merge with, or the first few letters to see the autofill options. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2014.jpg" alt=""></figure>
<p style="text-align: justify">After you select an item to merge with, choose which item will continue to exist in your account by using the <strong>keep this data</strong> bubble, then click <strong>”Preview.“</strong><br><br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2015.jpg" alt=""></figure>
<p style="text-align: justify">You‘ll see a preview of your new item, including the data that’s been merged into it. </p>
<p style="text-align: justify">For example, this deal didn’t have any linked activities before, but now it has one from the other deal. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2016.jpg" alt=""></figure>
<p style="text-align: justify">Click <strong>”Merge“</strong> to confirm the changes. <br></p>
<p style="text-align: justify"><strong>Merge duplicates tool</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Deals can’t be merged using the merge duplicates tool. </div>
<p style="text-align: justify">You can also merge contacts by going to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/duplicates" target="_blank" rel="noreferrer noopener">Merge duplicates</a>. </strong> </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2013.jpg" alt=""></figure>
<p style="text-align: justify">After you click <strong>”Preview,“ </strong>you’ll be taken to the same preview window as the detail view merge tool. </p>
<hr>
<h2 style="text-align: justify">Notes<a name="notes"></a></h2>
<p style="text-align: justify">You can use notes in place of custom fields to save space as well. </p>
<p style="text-align: justify">For example, rather than creating a text custom field for <strong>client description, </strong>you can add that information as a <strong>note</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/free%20space%2017.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can export your notes whenever you need them. Learn more about exporting notes in <a href="https://support.pipedrive.com/article/exporting-data-from-pipedrive">this article</a>. <br></div>

How can I clean up my account and free up space?

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Deleting items

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Archiving deals and leads

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Deleting custom fields and reports

managing-deals

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Converting deals to leads

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Reopening deals

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Deal status

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What do ”open deals” and ”leads and deals” mean?

Managing deals

managing-duplicates

Managing duplicates

notes

Notes

<p style="text-align: justify">If you ever need your personal API key, it can be found under <strong>Settings &gt; Personal preferences &gt; <a href="https://app.pipedrive.com/settings/api" target="_blank" rel="noreferrer noopener">API</a></strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-03-12%20at%201.01.42%20PM.png" alt=""></figure>
<p style="text-align: justify">If you cannot find your API token here, it may be that the permission set you are in does not have that permission enabled. You can learn more about permission sets in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<div style="text-align: justify">The API key grants access to your account, so you should <strong>not</strong> share the key with anyone you wouldn’t be comfortable sharing data with.</div>
<div class="support-note success primary"><br><strong>Note: </strong>Learn more about the API key and what it can be used for in <a href="https://support.pipedrive.com/en/article/what-is-the-api-key-for" target="_blank" rel="noreferrer noopener">this article</a>.</div>

How can I find my personal API key?

<p style="text-align: justify">If you need to adjust your login email address, you can easily do so from the <strong>Personal preferences</strong> section of your Pipedrive app. <br></p>
<ul>
<li>Go to <strong>Personal preferences &gt; </strong><strong><a href="https://app.pipedrive.com/settings/profile" target="_blank" rel="noreferrer noopener">Account</a></strong>.</li>
<li>Find the email field and click on the pencil icon to edit.</li>
<li>Once clicked, you may now edit the login email address in that field.</li>
<li>When finished, simply press <strong>“Enter”</strong> on your keyboard to save the changes.<strong><br> </strong></li>
</ul>
<div class="support-note success primary"><strong>Note:</strong> If your Pipedrive account has single sign-on (SSO) enabled, you must verify the change by email. </div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/edit%20login%20email.png" alt=""></figure>
<div class="support-note primary">
<strong>Note:</strong> For security reasons, Pipedrive login email addresses may only be adjusted by their user and cannot be changed by any Pipedrive employee.</div>
<div class="support-note warning"><strong>Note:</strong> We do <strong>not</strong> recommend setting up Pipedrive with email aliases, as password reset is not possible to email aliases.
</div>

Changing or updating login credentials

Keep your data consistent by converting your prospects’ phone numbers to US format

<p style="text-align: justify">We know how important it is to keep your data consistent. Using the wrong phone number format can slow down your team when calling prospects and customers. Plus, inconsistent phone numbers can create duplicate records, cause data issues between platforms and make your phone number data challenging to use and read.</p>
<p style="text-align: justify">The standard American telephone number format has ten digits, where the first three digits are the “area code“ and are between <strong>( )</strong>, while the other seven numbers are separated by <strong>-</strong>. I.e., (555) 555-1234. </p>
<hr>
<p style="text-align: justify">To convert phone numbers to US format in Pipedrive, your date and time format must be set to <strong>English (United States)</strong>. Learn how to change the date and time format in <a href="https://support.pipedrive.com/article/how-can-i-change-my-language-or-date-number-format" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/date%20format%20edit.png" alt=""></figure>
<p style="text-align: justify">Then, check the <strong>”Convert phone numbers to US phone number format”</strong> option and <strong>save</strong> the changes.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-12%20at%2014.47.22.png" alt=""></figure>
<p style="text-align: justify">Once this option is enabled, the phone numbers entered will be converted to US format automatically.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-09-12%20at%2015.13.56.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> Phone numbers with at least ten digits are supported for conversion. Only plain number formats and number formats starting with “+” can be converted to US format. Phone numbers with hyphens or spaces are not supported for conversion.</div>

Convert phone numbers to US format

<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Data cleanup view is only available to users with deals admin or global admin permissions.</div>
<p style="text-align: justify">To prevent missed revenue opportunities and keep a clean, organized database, it’s important to regularly review and manage items assigned to deactivated users. This ensures that no crucial deals, leads, contacts or activities are left unattended.</p>
<p style="text-align: justify">You can transfer ownership during <a href="https://support.pipedrive.com/article/how-can-i-deactivate-or-reactivate-a-user#deactivating-a-user" target="_blank" rel="noreferrer noopener">user deactivation</a> or use the <strong>data cleanup dashboard</strong> to do it later. You also have the option to mark items as complete or delete outdated ones.</p>
<p style="text-align: justify">Here’s a quick guide on managing open deals assigned to deactivated users. You can follow these steps to handle other items as well.</p>
<hr>
<h2 style="text-align: justify">Steps to review open deals assigned to deactivated users<a name="steps-to-review-open-deals-assigned-to-deactivated-users"></a></h2>
<h3>Access the list of open deals<a name="access-the-list-of-open-deals"></a></h3>
<p>Navigate to <strong>Settings &gt; Usage &gt; Data cleanup</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-22%20at%2015.19.12.png" alt=""></figure>
<p>Then, on <strong>“</strong><strong>Open deals”</strong> click <strong>“View deals”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-22%20at%2015.19.12%20copy.png" alt=""></figure>
<p style="text-align: justify">You’ll be directed to a list view showing all open deals assigned to deactivated users.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-22%20at%2015.27.06.png" alt=""></figure>
<h3>Customizing filters<a name="customizing-filters"></a></h3>
<p style="text-align: justify">To refine the list, click the <strong>Edit</strong> icon next to the current filter and enter <strong>“Open deals assigned to deactivated users”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/filter%20deactivated%20users.png" alt=""></figure>
<p style="text-align: justify">If necessary, add additional parameters to narrow down the list of deals. Then, select <strong>“Save as new”</strong> to save the customized filter.</p>
<p style="text-align: justify">Actions to take through bulk editing or individually:</p>
<ul><li><strong>Transfer ownership:</strong> Assign the deal to a new active user.</li><li><strong>Mark as won/lost:</strong> Update the deal status to reflect its outcome.</li><li><strong>Delete:</strong> Permanently remove deals that are no longer relevant.</li></ul>
<p style="text-align: justify">You can learn more about filtering in<a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener"> this article</a>.</p>
<hr>
<h2 style="text-align: justify">Bulk editing deal ownership<a name="bulk-editing-deal-ownership"></a></h2>
<p style="text-align: justify">You can bulk edit multiple deals at once.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-22%20at%2015.40.14.png" alt=""></figure>
<p style="text-align: justify">When transferring ownership, you also have the option to update linked items. This will overwrite the current owner of the following:</p>
<ul><li><strong>Undone activities</strong></li><li><strong>Contact persons</strong></li><li><strong>Organizations</strong></li></ul>
<p style="text-align: justify">After selecting a new owner, check the options for the appropriate linked items in the bulk edit panel. Confirm the changes by selecting <strong>“Edit deals”</strong>.</p>
<p style="text-align: justify">Any selected linked items will also be transferred to the new owner, ensuring a seamless update across your database.</p>
<p>You can learn more about bulk editing in <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<p style="text-align: justify">By following these steps, you’ll efficiently manage items left behind by deactivated users, ensuring your company’s account stays up-to-date, organized and clutter-free so you won’t miss out on any opportunities.</p>

Manage items assigned to deactivated users

steps-to-review-open-deals-assigned-to-deactivated-users

access-the-list-of-open-deals

Access the list of open deals

customizing-filters

Customizing filters

Steps to review open deals assigned to deactivated users

bulk-editing-deal-ownership

Bulk editing deal ownership

<p style="text-align: justify">If you are using a keyboard that is programmed for right-to-left languages – like Persian, Urdu, Hebrew and Arabic – the Pipedrive email, signature and note composers will recognize that keyboard input and format your typed content appropriately from right to left.<br><br>If you already have an <a href="https://support.pipedrive.com/hc/en/articles/115005672305-Email-Signature" target="_blank" rel="noreferrer noopener">email signature</a> set within Pipedrive in a left-to-right language, you will need to edit that signature using your right-to-left keyboard in order for the formatting to save correctly. <br><br>However, this does not affect the general alignment of the Pipedrive pipelines, or the display of any other displayed aspect of the Pipedrive UI. </p>

Does Pipedrive support right-to-left language input?

<div class="support-note success primary"><strong>Note:</strong> Only global admins or users with the correct permissions active can see other users’ overviews.<br></div>
<p>Your <strong>User overview</strong> is a page where you can see your updates, notifications and the users and data you follow in Pipedrive. </p>
<hr>
<h2>Where to find it <a name="where-to-find-it"></a></h2>
<p>To access your User overview, go to <strong><a href="https://app.pipedrive.com/settings/company_settings" target="_blank" rel="noreferrer noopener">company settings</a> &gt; </strong><strong>User overview. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Overview%201.jpg" alt=""></figure>
<p>You can see your basic info like name, email and your last log-in date, as well as navigate to different parts of your account. </p>
<ul><li><strong>Dashboard</strong> – redirects you to your <a href="https://support.pipedrive.com/article/insights-dashboards" target="_blank" rel="noreferrer noopener">Insights dashboard </a></li><li><strong>Edit profile</strong> – redirects you to your <a href="https://app.pipedrive.com/settings/profile" target="_blank" rel="noreferrer noopener"><strong>personal preferences</strong></a><br></li></ul>
<p>You can also see your <a href="https://support.pipedrive.com/article/followers" target="_blank" rel="noreferrer noopener">followers</a> using the drop-down in the top right corner. </p>
<div class="support-note success primary"><strong>Note:</strong> If you have Global permissions access, you can see other users’ overviews by clicking the down arrow next to your name in the top left corner.</div>
<hr>
<h2>Live data<a name="live-data"></a></h2>
<p>Your overview gives you a live feed of new, relevant information under three different categories. </p>
<p><strong>Updates</strong></p>
<div class="support-note success primary"><strong><strong>Note:</strong> </strong>You can see up to 40 of the latest updates.<br></div>
<p>See updates for items you own, including ones that were just created or recently edited. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Overview%203.jpg" alt=""></figure>
<p><br><strong>Following</strong></p>
<p>View any deals, contacts or users you follow, and select <strong>”unfollow“ </strong>to remove them from your followed items.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Overview%204.jpg" alt=""></figure>
<p><strong>Notifications</strong></p>
<p>Check for incoming news or info regarding your account data, including: </p>
<ul><li>Analytics and tips (from our <a href="https://support.pipedrive.com/article/sales-assistant" target="_blank" rel="noreferrer noopener">Sales Assistant</a>) </li><li>New info about emails you‘re <a href="https://support.pipedrive.com/article/email-tracking" target="_blank" rel="noreferrer noopener">tracking</a> </li><li>Updates on items you follow or those assigned to you</li></ul>
<p>You can also click the <strong>”more“ </strong>drop-down to see additional information, like if you’ve been tagged in mentions or comments. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Overview%205.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>You can view and adjust your notifications in your Sales Assistant. For more information about configuring your Sales Assistant, check out <a href="https://support.pipedrive.com/article/sales-assistant-notifications-beta" target="_blank" rel="noreferrer noopener">this article. </a></div>

User overview

live-data

Live data

<div class="support-note primary">
<strong>Note:</strong> If the <strong>admin user</strong> has enabled enforced <a href="https://support.pipedrive.com/hc/en/articles/360000169049-Single-Sign-On" target="_blank" rel="noreferrer noopener">SSO</a> in the company Pipedrive account, users in that account won’t be able to adjust or reset their login credentials. If that occurs, Pipedrive suggests reaching out to the <strong>admin user</strong> of your account for further information. </div>
<hr>
<h2>To change your Pipedrive password<a name="to-change-your-pipedrive-password"></a></h2>
<ul>
<li>Go to <strong>Settings &gt; Password and login &gt; <a href="https://app.pipedrive.com/settings/password">Change password</a></strong></li>
<li>In the “<strong>Current password</strong>”<strong> </strong>field, provide the current login password for your Pipedrive user account</li>
<li>In the “<strong>New password</strong>” and ”<strong>Confirm password</strong>” fields, provide your desired password credentials</li>
<li>Click the “<strong>Change password</strong>” button to save your new password</li></ul><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-25%20at%2015.51.49.png" alt=""></figure><div class="support-note success primary"><strong>Note:</strong> We recommend activating the option to <strong>log out on all other devices</strong>.</div>

<hr>
<h2> To reset your Pipedrive password<a name="to-reset-your-pipedrive-password"></a></h2>
<p style="text-align: justify">If you’re attempting to log in and don’t recall your login password, simply click the “<strong>Forgot?</strong>”<strong> </strong>option listed in the password box.</p>
<p style="text-align: justify">If you’re currently logged into Pipedrive but still don’t recall your current password credentials, you’ll need to first log out of your account.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-05-02%20at%2016.49.47.png" alt=""></figure>
<p style="text-align: justify">From there, simply enter your email address, and click “<strong>Get a new password</strong>”. You’ll receive a password reset email at the provided email address.</p>
<p style="text-align: justify">If you don’t receive a password reset email within a few minutes, you may have put in an email address that is not associated with a Pipedrive user account. We suggest trying again, with your known login email address.</p>
<div class="support-note warning"><strong>Note:</strong> To help maintain the overall security of your Pipedrive user account, we suggest being vigilant and checking your <a href="https://support.pipedrive.com/hc/en/articles/360001078097" target="_blank" rel="noreferrer noopener">active device login sessions</a>, as well as your <a href="https://support.pipedrive.com/hc/en/articles/360001086418" target="_blank" rel="noreferrer noopener">device login history</a> for your account.</div>

How can I change or reset my password?

to-change-your-pipedrive-password

To change your Pipedrive password

to-reset-your-pipedrive-password

To reset your Pipedrive password

<p style="text-align: justify">You can see the timezone of your Pipedrive account by going to <strong>Personal Preferences &gt; <a href="https://app.pipedrive.com/settings/profile" target="_blank" rel="noreferrer noopener">Account</a></strong>.</p>
<p style="text-align: justify">Pipedrive pulls the timezone information from the timezone registered in the computer used to access Pipedrive.</p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/timezone.png" alt=""></figure>
<p style="text-align: justify">The timezone information can’t be altered within Pipedrive’s <strong>Settings</strong> page, but any changes made to the computer’s default timezone will be reflected within Pipedrive. </p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>If the time or timezone yields an unexpected result, please check your computer settings and timezone and contact <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support</a>. </div>

Can I change my displayed timezone?

<p>The API key is for developers to build integrations between Pipedrive and other services. It requires a level of technical knowledge to use, so should only be used by developers or engineers in your team.<br><br>Please also note that, through the API (by using the API key), all data is accessible from your Pipedrive account. That means you shouldn't share the key with anyone you wouldn't also be comfortable sharing data with.<br><br>Without the key, your account is perfectly safe, so as long as you don't share the key there is no need to worry.</p>
<p>You can look at <a href="https://support.pipedrive.com/hc/en/articles/207344545-How-can-I-find-my-personal-API-key-" target="_blank" rel="noreferrer noopener">this article</a> to learn about where to find your personal API key. </p>

What is the API key for?

<div class="support-note success primary"><strong>Note: </strong>Any unique email address can only be used to create an account once. <br></div>
<p style="text-align: justify">In Pipedrive, you can be a user in multiple companies at the same time and alternate between accounts seamlessly. </p>
<hr>
<h2 style="text-align: justify">The switch company button<a name="the-switch-company-button"></a></h2>
<p style="text-align: justify">To access the <strong>“Switch company” </strong>option, you need to have an existing Pipedrive account and be <a href="https://support.pipedrive.com/article/how-can-i-add-a-user" target="_blank" rel="noreferrer noopener">invited</a> to another one. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/multiple%20accounts%201.jpg" alt=""></figure>
<p style="text-align: justify">If you’re a user on a single account, the <strong>“Switch company” </strong>button will not be visible. </p>
<div class="support-note success primary"><strong>Note:</strong> Please contact our <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">support team </a>if you’re a user on two accounts but unable to switch between them. <br></div>
<hr>
<h2 style="text-align: justify"><a name="will-data-be-shared-between-multiple-accounts"></a>Will data be shared between multiple accounts?</h2>
<div class="support-note success primary"><strong>Note: </strong>There is no automatic way to sync or share data across multiple accounts.<br></div>
<p style="text-align: justify">No data is shared between different Pipedrive company accounts.</p>
<p style="text-align: justify">If you need data from one account to exist in another:</p>
<ul><li>Go to <strong>Tools and apps &gt; <a href="/settings/export">Export Data,</a></strong> </li><li>Export the data you need from that account </li><li><a href="https://support.pipedrive.com/hc/en/articles/208039595-Importing-data-into-Pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">Import</a> the data into the other account</li></ul>
<div class="support-note success primary"><strong>Note: </strong>Billing is handled separately for each company account, but you can use the same credit card for all accounts.</div>

Can I be in multiple Pipedrive company accounts?

the-switch-company-button

The switch company button

will-data-be-shared-between-multiple-accounts

Will data be shared between multiple accounts?

<p style="text-align: justify">If you wish to change the <strong>language</strong> or <strong>date/number format</strong> in Pipedrive, go to <strong>Personal preferences &gt; <a href="/settings/profile">Account</a></strong>.</p>
<p style="text-align: justify">Here you will find the two fields in question – ”<strong>Date/number format”</strong> and ”<strong>Language”</strong>.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/date.png" alt="date.png" width="587" height="536"></figure>
<p style="text-align: justify">The "<strong>Date/number format</strong>" field changes the way that certain fields are formatted in Pipedrive:<br></p>
<ul>
<li>
<strong>Numbers</strong> (for example, 1,0 for German, 1.0 for English)</li>
<li>
<strong>Numbered date format</strong> (here’s the date in English format, for example 29/09/2024 for British English, 09/29/2024 for American English)</li><li>
<strong>Week starting date</strong> (for example, Europe considers Monday the beginning of the week, while the United States, Canada and Australia begin on Sunday.)<br>
</li>
</ul>
<p style="text-align: justify">The <strong>language</strong> field allows you to choose what language is used to display your Pipedrive account.</p>
<p style="text-align: justify">Each user can choose the language in which they wish their Pipedrive to be displayed without affecting the display language of other users in the Pipedrive account.</p>

How can I change my language or date/number format?

<div class="support-note success primary"><strong>Note: </strong>Check out our official <a href="https://pipedrive.readme.io/docs/guide-for-webhooks" target="_blank" rel="noreferrer noopener">guide for webhooks</a> for more information about how to set up webhooks in Pipedrive, or our <a href="https://pipedrive.readme.io/docs/list-of-webhooks" target="_blank" rel="noreferrer noopener">list of webhooks</a> to see what options we offer.<br></div>
<p style="text-align: justify">A <strong>webhook</strong> triggers a notification to be pushed to a specified endpoint (endpoint URL) every time an event occurs (added deal.) </p>
<p style="text-align: justify">When the push request notification is received by the endpoint URL, a custom action you create occurs automatically with that information (ex. sending out an email or creating a notification on a third-party app.)<br></p>
<p style="text-align: justify">To set up webhooks in your Pipedrive account, go to <strong>Tools and apps &gt; <a href="https://app.pipedrive.com/settings/webhooks" target="_blank" rel="noreferrer noopener">Webhooks</a></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/webhook%201.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>For additional help with webhooks, check out our <a href="https://community.pipedrive.com/search?domain=all_content&amp;query=webhooks&amp;scope=site&amp;source=community" target="_blank" rel="noreferrer noopener">Pipedrive community page. </a></div>

Webhooks

<p style="text-align: justify">By default, all users in any company account can access the Pipedrive API information for their account.<br><br>If you would like to turn off this ability for the <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">global regular users</a> in your Pipedrive account, an admin user can go to <strong>Settings &gt; Manage Users &gt; <a href="/settings/permissions">Permission sets</a></strong>.</p>
<p style="text-align: justify">Select the <strong>“Global regular user”</strong> permission set and scroll down to the <strong>“Tools and setup”</strong> section. Then, de-select the “<strong>Access their own API token”</strong> option to revoke access to the API.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Markup%20on%202024-04-11.png" alt=""></figure>
<div class="support-note warning"><strong>Note:</strong> Disabling access to the API will impact users’ ability to export data from their Pipedrive company account and install integrations and apps from the <a href="https://www.pipedrive.com/en/features/marketplace">Pipedrive Marketplace</a>, <strong>unless</strong> the integration doesn’t need the API token and uses OAuth instead.</div>

Can all users access the Pipedrive API?

<div class="support-note success primary"><strong>Note: </strong>Email sync is only available on Advanced and higher plans. To learn how to switch plans, check out <a href="https://support.pipedrive.com/hc/en/articles/115005977469" target="_blank" rel="noreferrer noopener">this article.</a></div>
<p>When you click on an email address in Pipedrive, a new composition will be opened in the same tab, navigating away from the page you’re on.<br>But you can also have a new email be composed in a separate tab so you don’t have to click “<strong>Back</strong>” or find your place in Pipedrive again.</p>
<p>To set this up, go to <strong>Settings &gt; Personal Preferences &gt; <a href="/settings/personal/ui">Interface</a></strong> and find the “<strong>Open new tab</strong>” when clicking on email links inside Pipedrive option, check the box, and all email links will open in a new tab in your current browser.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:670px;max-width:670px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-30%20at%206.45.18%20AM.png" width="670" height="410" alt=""></figure>

How can I compose emails in a separate browser tab?

<p style="text-align: justify">Pipedrive lets users with multiple Pipedrive accounts switch seamlessly between them using our <strong>switch company</strong> tool.</p>
<p style="text-align: justify">Just click on your name in the top right corner, and if your account email is registered with two separate Pipedrive companies, you’ll see the option to <strong>“switch company.” </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-07-10%20at%2010-49-33.gif" alt=""></figure>
<p style="text-align: justify">Learn more about setting up multiple company accounts in <a href="https://support.pipedrive.com/hc/en/articles/206643979-How-to-set-up-multiple-Pipedrive-accounts" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note success primary"><strong>Note: </strong>If you're registered with two Pipedrives companies under the same email address, and you don't see the <strong>switch company</strong> option, please try<a href="https://support.pipedrive.com/article/how-do-i-clear-my-browser-s-cache-and-cookies" target="_blank" rel="noreferrer noopener"> clearing your browser cache</a> and refreshing the page. If that doesn't work, <a href="https://support.pipedrive.com/en/contact-us" target="_blank" rel="noreferrer noopener">contact our support team</a>. </div>

How can I switch between multiple Pipedrive accounts?

Learn about the options available through your settings.

<div class="support-note success primary"><strong>Note: </strong>For information about how your data is organized in Pipedrive, check out <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article.</a> </div>
<p style="text-align: justify">Navigating your Pipedrive account includes knowing where to find your settings and what you can find there. </p>
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<h2 style="text-align: justify">Finding your settings<a name="finding-your-settings"></a></h2>
<p style="text-align: justify">To find your settings, click on the <strong>picture</strong> in the top right corner of your Pipedrive window and click <strong>”Company settings.”</strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/settings%201.2.jpg" alt=""></figure>
<p style="text-align: justify">Your settings are divided into two sections: <strong>Company settings </strong>and <strong>Personal preferences. </strong><strong><br></strong></p>
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<h2 style="text-align: justify">Company settings<a name="company-settings"></a></h2>
<p style="text-align: justify">Your company settings are divided into four sections: </p>
<ul><li><strong><a href="https://support.pipedrive.com/article/changing-a-company-domain-in-pipedrive" target="_blank" rel="noreferrer noopener">General</a> </strong>– choose your company name and domain</li><li><strong><a href="https://support.pipedrive.com/article/creating-custom-activity-types" target="_blank" rel="noreferrer noopener">Activities</a> </strong>– create and manage activity types, as well as toggle the “show activity“ pop-up </li><li><strong><a href="https://support.pipedrive.com/article/how-can-i-create-a-custom-currency" target="_blank" rel="noreferrer noopener">Currencies</a> </strong>– view the existing currencies on your account and create new ones</li><li><a href="https://support.pipedrive.com/article/lost-reasons" target="_blank" rel="noreferrer noopener"><strong>Lost reasons</strong></a> – view and create custom lost reasons</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/settings%202.jpg" alt=""></figure>
<p style="text-align: justify">These settings are focused on things that affect all of the users in your account, so you need <a href="https://app.pipedrive.com/settings/users" target="_blank" rel="noreferrer noopener"><strong>account settings</strong></a> access to make changes here. </p>
<div class="support-note success primary"><strong>Note: </strong>For more information about permissions in Pipedrive, check out <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">this article. </a></div>
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<h2 style="text-align: justify">Personal preferences<a name="personal-preferences"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>For a visual guide to setting up your personal preferences, check out this <a href="https://support.pipedrive.com/academy/personal-preferences-customize-your-account" target="_blank" rel="noreferrer noopener">Academy video. </a></div>
<p style="text-align: justify">Your personal preferences are broken down into three sections: </p>
<ul><li><strong>Account</strong> – basic information for your individual user experience, like your linked email, language and preferred currency</li><li><strong>Your companies </strong>– shows any <a href="https://support.pipedrive.com/article/can-i-be-in-multiple-pipedrive-company-accounts" target="_blank" rel="noreferrer noopener">other Pipedrive companies</a> you’re added to (using the same login email) </li><li><strong>API</strong> – copy your unique <a href="https://support.pipedrive.com/article/how-can-i-find-my-personal-api-key" target="_blank" rel="noreferrer noopener">API key</a> or generate a new one </li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/settings%203.jpg" alt=""></figure>
<p style="text-align: justify">These settings are specific to your account, so things like your login email and API key should be kept private for security reasons.</p>
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<h2 style="text-align: justify">Interface preferences<a name="interface-preferences"></a></h2>
<p style="text-align: justify">You can also click on <strong>”Interface preferences“ </strong>to choose:</p>
<ul><li>Whether to use <strong>keyboard shortcuts </strong></li><li>Your <strong>default landing page</strong> (the window that opens first when you log in to your account) </li><li>Which options appear in the left-side navigation bar</li><li>Which options appear in the <strong>”...“ </strong><strong>(more)</strong> menu in the left side navigation bar</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/settings%206.jpg" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>Interface preferences are specific to each user, and don't affect other users on your account. </div>

Knowledge Base

Account settings

Users and permissions

Personal settings

Company settings

Partner and referral programs

Manage users

Notifications

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