Pipedrive permissions & visibility options explained [VIDEO]

In this video, I explain how to use the permission and visibility options to control what your team can see and do in Pipedrive.


  • Admins » Can do everything. No settings to change.
  • Managers » Permissions can be customised to give higher level of control.
  • Regular users » e.g. salespeople, you can control what they're allowed to do and not do


  • Organise users into groups e.g. managers and salespeople.
  • If you don't want salespeople seeing each others deals, set to ‘Owner only'
  • It's recommended you make orgs, products and people visible to all to avoid duplicates being created.

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