Scopes and permission explanations
Every time you create an app for the Pipedrive Marketplace, you'll need to determine what kind of user-related data you need access to. We use scopes for that.
Scopes are used to limit an app's access to user-related data and they'll let you specify exactly what kind of access you need.
On the other hand, it's also important for the user to know exactly what the app can and cannot do with the data in their Pipedrive account. Once a user permits access to their data, each scope will define the endpoints the app has access to.
The user has the option to either accept or deny all scopes. Because of this, it's a good idea to build apps that only request scopes that are absolutely necessary for your particular use case.
If you need to change the scopes of an already existing app, be sure to read more about how it can affect your app's users here.
List of scopes
Here's our mapping of API endpoints to access scopes:
| Scope | Name in Developer Hub with description | Endpoints grouped under this scope |
|---|---|---|
| base | Access to basic information Read the settings of the authorized user and currencies in an account. ⚠️ This is the default permission that is always enabled for all apps. | GET /users/me GET /userConnections GET /userSettings GET /currencies |
| deals:read | Deals: Read only Read most of the data about deals and related entities - deal fields, products, followers, participants; all notes, files, filters, pipelines, stages, and statistics. Does not include access to activities (except the last and next activity related to a deal). | GET /deals/collection GET /deals/search GET /deals/timeline GET /deals/{id} GET /deals GET /dealFields GET /dealFields/{id} GET /deals/{id}/files GET /deals/{id}/participantsChangelog GET /persons/{id}/deals GET /pipelines/{id}/deals GET /pipelines/{id}/conversion_statistics GET /pipelines/{id}/movement_statistics GET /products/{id}/deals GET /notes GET /notes/{id} GET /notes/{id}/comments GET /notes/{id}/comments/{commentId} GET /noteFields GET /deals/{id}/followers GET /deals/{id}/permittedUsers GET /files GET /files/{id} GET /files/{id}/download GET /deals/{id}/participants GET /stages GET /stages/{id} GET /stages/{id}/deals GET /pipelines GET /pipelines/{id} GET /filters GET /filters/{id} GET /filters/helpers GET /organizations/{id}/deals GET /deals/summary GET /subscriptions/{id} GET /subscriptions/find/{id} GET /subscriptions/{id}/payments GET /deals/{id}/discounts GET /deals/{id}/discounts/{id} GET /deals/{id}/convert/status/{conversion_id} GET /deals/installments |
| deals:full | Deals: Full access Create, read, update and delete deals, its participants and followers; all files, notes, and filters. It also includes read access to deal fields, pipelines, stages, and statistics. Does not include access to activities (except the last and next activity related to a deal). | POST /deals POST /deals/{id}/duplicate PUT /deals/{id} PUT /deals/{id}/merge DELETE /deals/{id} DELETE /deals POST /files/remote POST /files/remoteLink POST /deals/{id}/followers POST /deals/{id}/products DELETE /deals/{id}/products/{product_attachment_id} PUT /deals/{id}/products/{product_attachment_id} POST /notes PUT /notes/{id} DELETE /notes/{id} POST /files POST /notes/{id}/comments PUT /notes/{id}/comments/{commentId} DELETE /notes/{id}/comments/{commentId} POST /files PUT /files/{id} DELETE /files/{id} POST /deals/{id}/participants POST /filters PUT /filters/{id} DELETE /filters DELETE /filters/{id} GET /deals/collection GET /deals/search GET /deals/summary GET /deals/timeline GET /deals/{id} GET /deals GET /dealFields GET /dealFields/{id} GET /deals/{id}/files GET /deals/{id}/participantsChangelog GET /persons/{id}/deals GET /pipelines/{id}/deals GET /pipelines/{id}/conversion_statistics GET /pipelines/{id}/movement_statistics GET /products/{id}/deals GET /notes GET /notes/{id} GET /notes/{id}/comments GET /notes/{id}/comments/{commentId} GET /noteFields GET /deals/{id}/followers GET /deals/{id}/permittedUsers GET /files GET /files/{id} GET /files/{id}/download GET /deals/{id}/participants GET /stages GET /stages/{id} GET /stages/{id}/deals GET /pipelines GET /pipelines/{id} GET /filters GET /filters/{id} GET /filters/helpers GET /organizations/{id}/deals GET /subscriptions/{id} GET /subscriptions/find/{id} GET /subscriptions/{id}/payments GET /deals/{id}/discounts GET /deals/{id}/discounts/{id} POST /deals/{id}/discounts PATCH /deals/{id}/discounts/{id} DELETE /deals/{id}/discounts/{id} DELETE /subscriptions/{id} POST /subscriptions/installment POST /subscriptions/recurring PUT /subscriptions/installment/{id} PUT /subscriptions/recurring/{id} PUT /subscriptions/recurring/{id}/cancel DELETE /deals/{id}/followers/{id} DELETE /deals/{id}/participants/{id} POST /deals/{id}/convert/lead GET /deals/{id}/convert/status/{conversion_id} GET /deals/installments POST /deals/{id}/installments PATCH /deals/{id}/installments/{installment_id} DELETE /deals{id}/installments{installment_id} |
| mail:read | Mail: Read only Read mail threads and messages. | GET /deals/{id}/mailMessages GET /mailbox/mailMessages/{id} GET /mailbox/mailThreads GET /mailbox/mailThreads/{id} GET /mailbox/mailThreads/{id}/mailMessages GET /persons/{id}/mailMessages GET /organizations/{id}/mailMessages |
| mail:full | Mail: Full access Read, update and delete mail threads. Also grants read access to mail messages. | PUT /mailbox/mailThreads/{id} DELETE /mailbox/mailThreads/{id} GET /deals/{id}/mailMessages GET /mailbox/mailMessages/{id} GET /mailbox/mailConnections GET /mailbox/mailThreads GET /mailbox/mailThreads/{id} GET /mailbox/mailThreads/{id}/mailMessages GET /persons/{id}/mailMessages GET /organizations/{id}/mailMessages |
| activities:read | Activities: Read only Read activities, its fields and types; all files and filters. | GET /activities GET /activities/collection GET /activities/{id} GET /activityFields GET /activityTypes GET /deals/{id}/activities GET /persons/{id}/activities GET /files GET /files/{id} GET /files/{id}/download GET /filters GET /filters/{id} GET /filters/helpers GET /organizations/{id}/activities GET /users/{id}/activities |
| activities:full | Activities: Full access Create, read, update and delete activities and all files and filters. Also includes read access to activity fields and types. | POST /activities PUT /activities/{id} DELETE /activities DELETE /activities/{id} POST /files/remote POST /files/remoteLink POST /files PUT /files/{id} DELETE /files/{id} POST /filters PUT /filters/{id} DELETE /filters DELETE /filters/{id} GET /activities GET /activities/collection GET /activities/{id} GET /activityFields GET /activityTypes GET /deals/{id}/activities GET /persons/{id}/activities GET /files GET /files/{id} GET /files/{id}/download GET /filters GET /filters/{id} GET /filters/helpers GET /organizations/{id}/activities GET /users/{id}/activities |
| contacts:read | Contacts: Read only Read the data about persons and organizations, their related fields and followers; also all notes, files, filters. | GET /deals/{id}/persons GET /persons/search GET /persons/{id} GET /persons/{id}/files GET /persons/{id}/products GET /persons GET /personFields GET /personFields/{id} GET /persons/{id}/followers GET /persons/{id}/permittedUsers GET /organizationFields GET /organizationFields/{id} GET /organizations/{id}/files GET /organizations/{id}/persons GET /organizations/search GET /organizations/{id} GET /organizations GET /organizationRelationships GET /organizationRelationships/{id} GET /organizations/{id}/followers GET /organizations/{id}/permittedUsers GET /notes GET /notes/{id} GET /notes/{id}/comments GET /notes/{id}/comments/{commentId} GET /noteFields GET /files GET /files/{id} GET /files/{id}/download GET /filters GET /filters/{id} GET /filters/helpers |
| contacts:full | Contacts: Full access Create, read, update and delete persons and organizations and their followers; all notes, files, filters. Also grants read access to contacts-related fields. | POST /persons POST /persons/{id}/picture PUT /persons/{id} PUT /persons/{id}/merge DELETE /persons/{id} DELETE /persons/{id}/picture DELETE /persons POST /persons/{id}/followers DELETE /persons/{id}/followers/{follower_id} POST /files/remote POST /files/remoteLink POST /organizations PUT /organizations/{id} PUT /organizations/{id}/merge DELETE /organizations DELETE /organizations/{id} POST /organizationRelationships PUT /organizationRelationships/{id} DELETE /organizationRelationships/{id} POST /organizations/{id}/followers DELETE /organizations/{id}/followers/{follower_id} POST /notes PUT /notes/{id} DELETE /notes/{id} POST /files PUT /files/{id} DELETE /files/{id} POST /filters PUT /filters/{id} DELETE /filters DELETE /filters/{id} GET /deals/{id}/persons GET /persons/search GET /persons/{id} GET /persons/{id}/files GET /persons/{id}/products GET /persons GET /personFields GET /personFields/{id} GET /persons/{id}/followers GET /persons/{id}/permittedUsers GET /organizationFields GET /organizationFields/{id} GET /organizations/{id}/files GET /organizations/{id}/persons GET /organizations/search GET /organizations/{id} GET /organizations GET /organizationRelationships GET /organizationRelationships/{id} GET /organizations/{id}/followers GET /organizations/{id}/permittedUsers GET /notes GET /notes/{id} GET /notes/{id}/comments GET /notes/{id}/comments/{commentId} GET /noteFields GET /files GET /files/{id} GET /files/{id}/download GET /filters GET /filters/{id} GET /filters/helpers |
| products:read | Products: Read only Read products, its fields, files, followers and products connected to a deal. | GET /deals/{id}/products GET /products GET /products/search GET /products/{id} GET /products/{id}/files GET /productFields GET /productFields/{id} GET /products/{id}/followers GET /products/{id}/permittedUsers GET /products/{id}/variations |
| products:full | Products: Full access Create, read, update and delete products and its fields; add products to deals. | POST /products PUT /products/{id} POST /productFields PUT /productFields/{id} PATCH /products/{id}/variations/{id} POST /products/{id}/followers POST /products/{id}/variations POST /deals/{id}/products GET /deals/{id}/products GET /products GET /products/search GET /products/{id} GET /products/{id}/files GET /productFields GET /productFields/{id} GET /products/{id}/followers GET /products/{id}/permittedUsers GET /products/{id}/variations DELETE /products/{id} DELETE /productFields DELETE /productFields/{id} DELETE /deals/{id}/products/{product_attachment_id} DELETE /products/{id}/followers/{follower_id} DELETE /products/{id}/variations/{id} |
| users:read | Read users data Read data about users (people with access to a Pipedrive account), their permissions, roles and followers. | GET /users GET /users/{id} GET /users/find GET /users/{id}/followers GET /users/{id}/roleSettings GET /users/{id}/permissions GET /legacyTeams GET /legacyTeams/{id} GET /legacyTeams/{id}/users GET /legacyTeams/users/{id} GET /users/{id}/roleAssignments GET /billing/subscriptions/addons |
| recents:read | See recent account activity Read all recent changes occurred in an account. Includes data about activities, activity types, deals, files, filters, notes, persons, organizations, pipelines, stages, products and users. | GET /recents GET /deals/{id}/flow GET /persons/{id}/flow GET /organizations/{id}/flow |
| search:read | Search for all data Search across the account for deals, persons, organizations, files and products, and see details about the returned results. | GET /recents GET /deals/search GET /leads/search GET /products/search GET /persons/search GET /organizations/search GET /itemSearch GET /itemSearch/field |
| admin | Administer account Allows to do many things that an administrator can do in a Pipedrive company account - create, read, update and delete pipelines and its stages; deal, person and organization fields; activity types; users and permissions, etc. It also allows the app to create webhooks and fetch and delete webhooks that are created by the app. Before requesting this scope, see below how it can effect non-admin users. | POST /stages PUT /stages/{id} DELETE /stages DELETE /stages/{id} POST /pipelines PUT /pipelines/{id} DELETE /pipelines/{id} GET /webhooks POST /webhooks DELETE /webhooks/{id} POST /users PUT /users/{id} POST /dealFields PUT /dealFields/{id} DELETE /dealFields DELETE /dealFields/{id} POST /activityTypes PUT /activityTypes/{id} DELETE /activityTypes DELETE /activityTypes/{id} POST /personFields PUT /personFields/{id} DELETE /personFields DELETE /personFields/{id} POST /organizationFields PUT /organizationFields/{id} DELETE /organizationFields DELETE /organizationFields/{id} GET /stages GET /stages/{id} GET /pipelines GET /pipelines/{id} GET /dealFields GET /dealFields/{id} GET /activityTypes GET /personFields GET /personFields/{id} GET /organizationFields GET /organizationFields/{id} POST /legacyTeams PUT /legacyTeams/{id} POST /legacyTeams/{id}/users DELETE /legacyTeams/{id}/users GET /permissionSets GET /permissionSets/{id} GET /permissionSets/{id}/assignments GET /roles GET /roles/{id} GET /roles/{id}/assignments GET /roles/{id}/settings GET /roles/{id}/pipelines POST /roles POST /roles/{id}/assignments POST /roles/{id}/settings PUT /roles/{id} PUT /roles/{id}/pipelines DELETE /roles/{id} DELETE /roles/{id}/assignments |
| leads:read | Leads: Read only Read data about leads and lead labels. | GET /leads GET /leads/{id} GET /leads/{id}/permittedUsers GET /leadSources GET /leadLabels GET /leads/search GET /leads/{id}/convert/status/{conversion_id} |
| leads:full | Leads: Full access Create, read, update and delete leads and lead labels. | POST /leads GET /leads GET /leads/search GET /leads/{id} GET /leads/{id}/permittedUsers PATCH /leads/{id} DELETE /leads/{id} GET /leadSources POST /leadLabels GET /leadLabels PATCH /leadLabels/{id} DELETE /leadLabels/{id} POST /leads/{id}/convert/deal GET /leads/{id}/convert/status/{conversion_id} |
| phone-integration | Call logs Enables advanced call integration features like logging call duration and other metadata, and play call recordings inside Pipedrive. | POST /callLogs DELETE /callLogs/{id} POST /callLogs/{id}/recordings GET /callLogs GET /callLogs/{id} |
| goals:read | Goals: Read only Read data on all goals. | GET /goals/count/by-{goalAssignee} GET /goals/find GET /goals/find-intervals/custom GET /goals/find-intervals/{period} GET /goals/{id}/results |
| goals:full | Goals: Full access Create, read, update and delete goals. | GET /goals/count/by-{goalAssignee} GET /goals/find GET /goals/find-intervals/custom GET /goals/find-intervals/{period} GET /goals/{id}/results POST /goals PUT /goals/{id} DELETE /goals/{id} |
| video-calls | Video calls integration Allows application to register as a video call integration provider and create conference links | POST /meetings/user-provider-links DELETE /meetings/user-provider-links/{id} |
| messengers-integration | Messaging integration Allows application to register as a messengers integration provider and allows them to deliver incoming messages and their statuses | POST /channels POST /channels/messages/receive DELETE /channels/{id} DELETE /channels/{channel-id}/conversations/{conversation-id} |
| projects:read | Projects: Read only Read data about projects and its related data, project templates and tasks. | GET /projects GET /projects/{id} GET /projects/boards GET /projects/boards/{id} GET /projects/phases GET /projects/phases/{id} GET /projects/{id}/plan GET /projects/{id}/activities GET /projects/{id}/tasks GET /projects/{id}/groups GET /tasks GET /tasks/{id} GET /projectTemplates GET /projectTemplates/{id} |
| projects:full | Projects: Full access Create, read, update and delete projects and tasks. Gives access to read project-related data, including boards, phases, groups and project templates, as well as access to read and update project plan items. | GET /projects GET /projects/{id} GET /projects/boards GET /projects/boards/{id} GET /projects/phases GET /projects/phases/{id} GET /projects/{id}/plan GET /projects/{id}/activities GET /projects/{id}/tasks GET /projects/{id}/groups GET /tasks GET /tasks/{id} GET /projectTemplates GET /projectTemplates/{id} POST /projects PUT /projects/{id} DELETE /projects/{id} POST /projects/{id}/archive PUT /projects/{id}/plan/activities/{id} PUT /projects/{id}/plan/tasks/{id} POST /tasks PUT /tasks/{id} DELETE /tasks/{id} |
| webhooks:read | Webhooks: Read only Read data about webhooks created by the app. | GET /webhooks |
| webhooks:full | Webhooks: Full access Create, read and delete webhooks. | GET /webhooks POST /webhooks DELETE /webhooks/{id} |
Permission set effect on admin scope
The admin scope requires the user who is installing an app (from the Pipedrive's Marketplace), to have admin rights within the company. As the Marketplace doesn't restrict non-admin users from installing apps, your app will need to be able to handle users without admin rights installing the app, when the admin scope is required.
When your app requests admin scope access, the app will need to check if it can complete all of the required functionalities/actions through a non-admin user or whether those actions would require the permissions of an Admin. If the request fails, check to see if the user is a non-admin user and/or falls under a certain permission set or a visibility group. You can check that through the GET /users/{id}/permissions endpoint. For additional information about user restrictions, you can see the list role settings - GET /users/{id}/roleSettings and the list user role assignments - GET /users/{id}/roleAssignments.
If an admin has installed the app before any regular user, your app may work correctly for non-admin users. Example use-case:
Your app needs to create activities with a custom activity type. An admin user of a company has installed the app and the custom activity type has been created for their company. Now, when a regular user who's a part of the same company installs the app, your app will be able to create the activities with before created activity type.
Affected use-cases can include your app creating, editing or deleting activity types, stages and pipelines as well as custom fields.
Updated about 1 month ago