User permissions and visibilities

To add custom permissions in Pipedrive, admins must go to Settings > Manage Users > Permission sets.

From there, they can view the current permissions sets and the number of users in each set.

By clicking on each permission set, they can change which users are part of each set. They can also customize the permissions of each set by clicking “Edit permissions set”.

Professional and Enterprise plans have additional permission sets.

To assign permission sets to users, admins should go to Settings > Manage Users > Permission sets.

This view will show each permission set and its number of users.

To add or remove users to permission sets, simply click the permission set and follow the instructions under the Users tab.

To give users permissions in Pipedrive, click Settings > Manage Users > Permission sets.

To add users to permissions 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 permission, including enabling and disabling permissions for any set.