Pipedrive

Pipedrive is a sales CRM designed to streamline pipeline management and deal tracking.

Website

pipedrive.com

Industry

CRM

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How to create and edit permissions in Pipedrive

Here is how to create and edit permissions in pipedrive

First click on the user profile icon in the top-right corner
Then click on "Manage users" in the dropdown menu under Company Overview section
Click on the "Permission sets" tab in the Manage users section
Click on the "+Permission set" button to create a new set
Fill in the required information for your new permission set
Click on "Save" button to create the permission set
Here you can edit the permissions for your new set
To add a user to your newly created set click the "Users and access" link
Click on the checkbox next to the user's row in the users list
Click the permission set dropdown
Choose the permission set to assign to the user
Save the changes by clicking the button "Edit user"
Finally click on "Confirm" button to apply the changes

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Why should you create and edit permissions in Pipedrive

Pipedrive is a powerful sales management tool designed to streamline the process of tracking and nurturing leads.

Creating and editing permissions in Pipedrive enhances your team's efficiency. By customizing access levels, you ensure that team members have the right information they need to excel in their roles.

This feature helps maintain data security, reduces instances of errors, and fosters a streamlined workflow. Flexible permissions allow for a tailored approach to collaboration, aligning responsibilities with capabilities for optimal performance.

Last update

January 6, 2026

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