BESCHREIBUNG
The ONLYOFFICE DocSpace app for Pipedrive can be accessed via the Deals section of Pipedrive: go to the corresponding deal and find the DocSpace frame.
For each deal, you can create a separate DocSpace room in which the deal participants can work together on office documents. To create a room, click the Create room button.
The room is named according to the rule Pipedrive - Company name - Deal name. Inside the DocSpace frame, deal participants can work depending on their access rights.
**Access rights**
All Pipedrive users who logged into the DocSpace app are added to the Pipedrive Users (Company Name) group. If a user logs out of DocSpace, they will be removed from the group.
Access rights to the room within a deal are determined by the Pipedrive access rights to the corresponding deal.
- All users: the room becomes available to the Pipedrive Users group as well as the followers are invited by name (only those who have installed the DocSpace app and have been authorized).
- Item owner: the room is accessible only to the deal owner and the followers by name. A mandatory condition in this case is that the deal owner and the followers must install the DocSpace app and pass authorization.
- Item owner’s visibility group: only the followers are synchronized (available in the paid version of Pipedrive).
- Item owner’s visibility group and sub-group: only the followers are synchronized (available in the paid version of Pipedrive).