Install OneClick as a global admin

This page is for the Pipedrive global admin who installs OneClick first in the company.

The first installation in a company must be done by a Pipedrive global admin. For the global permissions, see Global user management in the Pipedrive help. If a user who is not an admin installs OneClick first, OneClick shows the error No privileges to do initial installation.

Install OneClick

1. Sign in to Pipedrive as a global admin.
2. Open the OneClick page in the Pipedrive Marketplace.
3. Click Install now.
4. If your Pipedrive user has access to more than one company, select the company for OneClick.
5. Read the permissions that OneClick asks for.
6. Click Allow and install. OneClick opens the Terms and conditions page.
7. Read the terms and conditions.
8. Click Agree. OneClick shows the page Oneclick installed.
9. Click Back to Pipedrive.
10. Open a deal, a person or an organization. The Panel shows in the sidebar.

If the Panel does not show, refresh the Pipedrive page in your browser.

The Panel has no Buttons after the installation. It shows No buttons yet. The Settings button is at the bottom of the Panel.

Next steps

1. Make your Buttons. See Buttons.
2. Tell the other users to install OneClick. Each user installs OneClick for himself or herself. See Install OneClick as a user.
3. Give a seat to each user who must use the Buttons. You do this on the Users tab of the OneClick settings. See Users.