How can I add a user?
If you’ve started using Pipedrive and want to get your coworkers in on the action, you can invite them into your Pipedrive company account.
Go to Settings > Manage Users > Users. From here, you can add other people to your account by clicking the “+” button, found on the right side of the screen.
The “Add users” box will then open, where you can enter the email address of the person you wish to add and click “Preview.” To add multiple users, submit their email addresses separated by commas.
If you select a user in the preview, you will see the Edit Access panel, where you can choose the permissions for your prospective user.
If your invited user hasn’t accepted your invitation, it can be canceled or resent.
Click on the Invited tab, select any pending invitations, then select the cancel or resend options. You can also edit permissions for prospective users from this screen.
If your invited users:
- Haven’t signed up for Pipedrive before, they’ll receive an invitation email from Pipedrive. This email link will allow them to set their password and sign into the company Pipedrive account that you’ve invited them to join.
- Have signed up for Pipedrive before and are still members of another Pipedrive account, they’ll receive an email notification that they’ve been added to your account. They’ll use the same login credentials they’ve already set and can switch between the companies using the “Switch company” option in the upper-right corner of the app.