Quick set up
IN-APP GUIIDE VIDEO when the billing module is visible
1. OneNode Admin users
OneNode Settings can be managed by any Pipedrive admin after installation.
OneNode admin users have the ability to configure General visibility settings, manage billing, users, user groups, document fields, and document types. This can be done by clicking the "Settings" button in OneNode's panel.
2. Settings Panel
OneNode is easy to install and setup. The settings menu consists of 5 main Items, they are explained in detail below.
3. Before you begin
For a smoother setup, prepare these three things ahead of time.
1. A preliminary list of documents (types)
2. Each document's key properties (fields)
3. User groups
4. Set up
OneNode displays deal, organization, and person labels in linked document views, regardless of Pipedrive visibility settings. Use the General Settings to enable hiding labels and protect sensitive data. If not enabled, only labels will be visible, no access will be granted.
Step 1: Subscription management
IN-APP GUIDE VIDEO when the billing module is visible
Step 2: Add Users and Notify Them
As an admin, start by adding users and letting them know that system configuration is underway. Users may be eager to begin adding or browsing documents right after installation, but it’s crucial to set up user groups, document fields, and document types before they can start doing so.
Step 3: Set Up User Groups
The next critical step is creating user groups. If your organization hasn’t defined them yet, you can still proceed by creating document fields and types. However, it’s more efficient to establish user groups beforehand, as it simplifies the setup process. User groups are groups of OneNode users with document visibility and access. Consider a marketing team that needs to access Price Lists but not Invoices. Or a Finance team that needs to access invoices but not Project Plans. In this step you can group users and set specific document visibility.
It may also happen that your Organization does not need user Groups and all your Pipedrive users should be able to see all documents
Step 4: Set Up Document types
Very often, sales teams collaborate on documents such as: Invoices, Quotes, Proposals, Contracts, Project Plans, Price lists, etc.
Document types can be created once they have at least one field or search property- See Step 4. below. Be sure to define those fields first. You can always add more fields to documents later if necessary. You can set as many document types as you need.
Step 5: Set Up Fields
Create at least one field for each document type. Consider what properties or search criteria are commonly used to find documents. For instance:
- For invoices, you might use an "Issue Date" field (Date type) to track the number of invoices issued over time.
- For project plans, a "Project Description" field (Text type) could help users find specific plans.
- If you classify price lists by language or currency, a "Single Select" field could be useful to filter documents based on these categories.