How can I add a user?
If you have started using Pipedrive and want to get your coworkers in on the action too, you can invite them to join you in working in your Pipedrive company account.
To invite new users:
- 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.
- Enter the email address of the person you wish to join you in your company Pipedrive account, and click "Preview". To add multiple users, you can add their email addresses separated by commas.
- If you select a user in the preview, you will see the Edit Access panel, where you can select the permissions for your prospective user.
If you invite a user and they have not accepted your invitation yet, the invitation can be canceled.
Click on the tab Invited and select any of the pending invitations, then "Cancel invitation". You can also make changes to the prospective user's permissions from this panel.
If your invited users have never signed up for Pipedrive before, they will receive an invitation email from Pipedrive. This email link will allow them to set their own password and sign into the company Pipedrive account that you have invited them to join.
If your invited users have signed up for Pipedrive before and are still members of another Pipedrive account, they will receive an email notification that they have been added to your account.
They will simply use the same login credentials they have already set and will be able to switch between the companies by simply using the "Switch company" option in the upper-right corner of the app.
Was this article helpful?
Yes
No