How do I add custom roles and permissions to users in Pipedrive?

To add custom roles and permissions in Pipedrive, from the dashboard, go to Settings > Manage users > Permission sets . From there, you can view the current permission sets and the number of users in each set. Clicking on each permission set lets you change which users are part of it. To customize the types of permissions in each set, click Edit permissions set . Premium and Ultimate plans include support for additional permission sets. The Team Management booster pack allows you to create more group memberships or group permissions.

How do I assign permission sets to multiple users in Pipedrive?

To assign permission sets to users, account managers should go to Settings > Manage users > Permission sets . This view will show each set of permissions and the number of users. To add or remove users to permission sets, click the permission set and follow the instructions under the Users tab.

How do I give and manage user permissions in Pipedrive?

To give users permissions in Pipedrive, click Settings > Manage users > Permission sets . To add new users to permission sets, click on the set you want to add to and add users under the right-side User tab. Click on the set, then Edit permissions set to manage permissions, including turning them on and off for any set. See how data and permissions work in Pipedrive by taking courses in the Pipedrive Academy , searching Pipedrive’s Knowledge Base or learning about Pipedrive’s open API.

User permissions

Complete control of your Pipedrive account

User permission sets regulate what sales reps can see and do in Pipedrive. Only users with appropriate system permissions can perform specific tasks, ensuring security and access control.

Defining criteria based on a custom use case, user role or role’s permissions makes managing edit and read-only access easier. Pipedrive gives you more oversight of the process.

Protect your sales CRM account with customizable user permissions and visibility settings limiting access to your data.

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User permission management

Controlling access levels to secure resources is the best way to ensure compliance. Set visibility permissions for leads, deals and contacts to ensure users see only what’s relevant.

Pipedrive’s individual user management features allow you to:

Customize what users can see and do within the CRM to reduce suspicious activity
Ensure compliance with data privacy rules like GDPR
Use SSO (single sign-on) and 2FA (two-factor authentication) to safeguard permission access in your Pipedrive account
Protect sensitive data on any device

User permission features

Assign tasks for specific team members

Employ user permission sets to control access permissions, customizing what each user can do in Pipedrive

Prioritize privacy and security

Easily manage user access, grant permissions and confirm users’ identity using your preferred single sign-on provider

Control visibility

Protect sensitive data by categorizing team members into types of users and setting the appropriate level of access for each group

Customize visibility

Not all users need the same content permissions. A one-size-fits-all solution can create obstacles or give unauthorized access, exposing sensitive information or causing unintended data changes.

Limited access ensures teams and other users see only what they need to, so one client’s business doesn’t interfere with another’s.

Pipedrive’s advanced permissions account settings let you edit users’ visibility so everyone sees what’s required to do their work.

Learn more about Pipedrive’s visibility groups

Keep your team efficient

Managers can struggle to keep busy teams focused on long-term goals without errors or duplicated workflows.

Manage users’ permissions to ensure each team member has access to the right data and features. Use custom workflows and notifications to help streamline day-to-day tasks.

Pipedrive’s specific permission sets let you control which team members can perform which actions, so you avoid making your CRM a free-for-all.

Learn more about Pipedrive permission sets

Focus on security and trust

It can be a struggle to keep data transparent while ensuring bad actors can’t access it, all while adhering to local privacy and data protection laws.

CRMs can help you comply with country and industry regulations by storing customer data in separate databases and using encryption. Visibility, authentication and login protections safeguard data on company and user accounts.

Pipedrive’s advanced settings and permission restrictions help you maintain a secure data infrastructure.

Learn more about Pipedrive’s privacy and security features

Over 500+ integrations

Expand the capabilities of Pipedrive with hundreds of apps and integrations

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