Settings

This page is for admins. The OneClick Settings contain the Buttons, the users, the groups, the subscription and the general settings of your company.

Who can open the Settings

Only a Pipedrive global admin can open the Settings. For the global permissions, see Global user management in the Pipedrive help.

• The Panel and the Floating window show the Settings button only to a global admin.
• If a user who is not a global admin opens the Settings, OneClick shows Access denied.

A global admin also needs a seat to use all tabs. Without a seat, the tabs Buttons, Groups and Settings are disabled. A pointer on a disabled tab shows Access restricted: You don’t have the required seat to use this feature. The tabs Users and Subscription stay open, so the admin can give a seat to himself or herself. See Users.

Open the Settings

1. Open a deal, a person or an organization in Pipedrive.
2. Click Settings at the bottom of the OneClick Panel. The Settings open on the Buttons tab.

You can also click Settings at the bottom of the Floating window.

The tabs

Tab	Contents
Buttons	The Buttons of the Panel and the Floating window. See Buttons.
Users	The Pipedrive users, their seats and the invitations. See Users.
Groups	The user groups for Limit visibility. See Groups.
Subscription	The plan, the seats, the payment and the invoices. See Subscription.
Settings	General, API Keys and Customize. See General, API keys and Custom footer.

The settings apply to all OneClick users in your Pipedrive company.