Managing visibility and permissions in Pipedrive ensures that your team members have appropriate access to data, keeping sensitive information secure while allowing effective collaboration.

🔐 What Are Visibility and Permissions?

• Visibility: Controls who can see specific data (e.g., deals, contacts, activities).
• Permissions: Controls what users can do (e.g., add, edit, delete items).

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👥 User Roles & Permission Sets in Pipedrive

Pipedrive uses Permission Sets to define what actions users can perform.

How to Manage Permission Sets:

1. Go to Settings (⚙️) > Manage Users > Permission sets.
2. Choose from the default sets (e.g., Admin, Regular User) or create a custom set.
3. Click on a set to:
   • View allowed actions (like delete deals or export data).
   • Enable/disable specific permissions.

✅ Only Admin users can manage permission sets.

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🔍 Managing Visibility Groups

Visibility Groups define who can view what data.

How to Create or Edit a Visibility Group:

1. Go to Settings (⚙️) > Manage Users > Visibility groups.
2. Click Add visibility group or edit an existing one.
3. Choose what users in the group can see:
   • Owner only
   • Owner & subordinates
   • Entire company
4. Assign users to the appropriate group.

You can create multiple visibility groups for different departments (e.g., Sales, Marketing, Support).

🔄 Assigning Users to Roles & Groups

When adding or editing a user:

1. Go to Settings > Manage Users.
2. Click Add user or select an existing user.
3. Choose a Permission set and Visibility group.
4. Save changes.

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📌 Best Practices

• Limit permissions based on job roles to enhance security.
• Use visibility groups to prevent data overload and maintain confidentiality.
• Review permissions regularly, especially when team members change roles.

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🙋‍♀️ FAQs

Q: Can I restrict who sees deals or contacts?
A: Yes, through visibility settings in the assigned group.

Q: Can permissions override visibility?
A: No. Even if a user has permission to “edit deals,” they can only edit those they can see.

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🔧 Need Help?

If you’re unsure about setting up permissions or visibility groups, contact your Pipedrive Admin or reach out to Pipedrive Support.