Users & roles
Everyone in this workspace and the role each person holds. People come from the CRM, and you can invite others by email.
People4 people · 3 counted by the plan
| Name | Role | Counted by the plan | |
|---|---|---|---|
| Avery Stone | avery@demo.invalid | owner | No |
| Jordan Blake | jordan@demo.invalid | manager | Yes — owns deals or carries a target |
| Priya Nair | priya@demo.invalid | rep | Yes — rep |
| Sam Okafor | sam@demo.invalid | rep | Yes — rep |
In your own workspace each person's role can be changed here. A workspace always keeps at least one owner.
Invite someone by emailno Pipedrive account needed
In your own workspace you can invite people who have no Pipedrive account, such as a finance lead or an owner who does not sell. They get an email with a link to sign in.
What each role can do
| Ability | owner | admin | manager | rep | viewer |
|---|---|---|---|---|---|
| See the team roll-up and other reps’ books | ✓ | ✓ | ✓ | off | ✓ |
| Edit delivery schedules | ✓ | ✓ | ✓ | ✓ | — |
| Enter actuals | ✓ | ✓ | ✓ | off | — |
| Set goals and targets | ✓ | ✓ | ✓ | — | — |
| Change forecast settings | ✓ | ✓ | — | — | — |
| Create and revoke API keys | ✓ | ✓ | — | — | — |
| Change people's roles | ✓ | ✓ | — | — | — |
| Manage billing | ✓ | ✓ | — | — | — |
A rep changes schedules on their own deals only, and enters actuals on them only if Forecast settings allow it. Whether reps see the team is set there too. Plans count reps only: everyone with the rep role, plus a manager who owns an open deal or carries a target. Owners, admins and viewers are free.
Try the demo as…
Shows the product as someone with that role would see it. Use “Back to owner” at the top of the dashboard to return.