Install OneClick as a user

This page is for a Pipedrive user who is not a global admin.

Pipedrive apps are user specific. Each user must install OneClick for himself or herself. The Buttons and the settings apply to all users in the company.

Before you start, make sure that a Pipedrive global admin installed OneClick in your company. If no admin installed OneClick first, OneClick shows the error No privileges to do initial installation. See Install OneClick as a global admin.

Install OneClick

1. Open the OneClick page in the Pipedrive Marketplace.
2. Click Install now.
3. If your Pipedrive user has access to more than one company, select the company for OneClick.
4. Read the permissions that OneClick asks for.
5. Click Allow and install. OneClick shows the page Oneclick installed.
6. Click Back to Pipedrive.
7. 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.

If OneClick shows “Seat limit reached”

You must have a seat to use OneClick. If OneClick gives no seat to you, it shows the error Seat limit reached after the installation. OneClick is installed, but you cannot use the Buttons.

Ask your admin to give you a seat. The admin gives seats on the Users tab of the OneClick settings. The admin can also set OneClick to give a seat to each new user automatically.