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.
Note: This action is only available to Admin Users.
- Go to Settings > Customize > Manage Users > Users
- From here, you can add other people to your account by clicking the + Add Users button, found on the right side of the screen. The Add users page will then open.
- Enter the email address, first name, and last name of the person you wish to join you in your company Pipedrive account, and click Confirm and invite users to finish.
Note: You can add more users at the same time by click "+Add one more user".
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 Change company option in the upper right corner of the app.
Note: Pipedrive is billed by the number of active seats in the company Pipedrive account. Adding a user may adjust the cost of your Pipedrive subscription if doing so increases the number of active seats in the account. If you want to learn more about this, click here.