Allow or block a customer user

Allow OneClick lets a customer user use OneClick. A customer user is a Pipedrive user of the customer who installed OneClick. You change Allow OneClick on the Users tab of the customer.

Allow OneClick	What it changes
On	The customer user can use OneClick. The user uses one seat.
Off	The customer user is blocked from OneClick. The user does not use a seat.

Team members do not use customer seats. See How seats are counted.

Allow or block a customer user

1. In the sidebar, click Customers. The Customers page opens.
2. Click the name of the customer. The page of the customer opens.
3. Click the Users tab. The list User seat assignment shows the customer users.
4. Find the customer user by the name or the email.
5. Click the switch in Allow OneClick. The Partner Portal saves the change and shows User updated.

The switch is on when the customer user can use OneClick.

If a customer user is not in the list

The list shows only the Pipedrive users of the customer who installed OneClick. Ask the user to install OneClick. See Install OneClick as a user.