All-customer access

All-customer access is a setting of each team member. A team member is a user of the Pipedrive company of your Partner. You change it in the list Partner users on the Users tab of a customer.

All-customer access is one setting for each team member. It is not a setting for one customer. The same switch shows on the Users tab of each customer.

The Partner Portal keeps the value of All-customer access. OneClick does not read it. The setting does not change what a team member can see or do in OneClick. The Partner API gives the value as partner_user in GET /partner/users. See Partner API.

All-customer access is not Portal Access. Portal Access lets a team member sign in to the Partner Portal. You change Portal Access on the Users page. See Give a team member portal access.

Turn All-customer access on or off

1. In the sidebar, click Customers. The Customers page opens.
2. Click the name of a customer. The page of the customer opens.
3. Click the Users tab. The list Partner users shows the team members.
4. Find the team member by the name or the email.
5. Click the switch in All-customer access. The Partner Portal saves the change and shows User updated.

The switch is on when All-customer access is on for the team member. The change shows on the Users tab of all customers of your Partner.

The last admin

The label admin next to a name shows a team member who holds an active Pipedrive admin token. When you point to the label, the Partner Portal shows Holds an active Pipedrive admin token.

You cannot turn off All-customer access for the last team member with the label admin who has it on. The Partner Portal then shows the window Cannot remove last admin. Click OK to close it. To turn off the access for this team member, first turn on All-customer access for another team member with the label admin.