Add users to your account and configure their roles, teams, and permissions.
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How to add a new user:
- Go to Settings > Users.
- Click the Add User button in the upper-right corner.
- Set the user's role, team, and permissions.
- Click Save.
💡 Tip: You can also add users to a team by clicking a team name in the Organization Chart or in the Active Users tab.
Understanding Team Roles
- Executives — View and edit all data across the account. Cannot be assigned to a team.
- Team Leaders — Manage and edit data for their team or the entire account.
- Team Members (default) — Access and edit data within their assigned team or account.
Billing: What to Expect
Adding a new user increases your license count:
- Monthly subscriptions — Your next bill includes a prorated fee for the new user.
- Annual subscriptions — Your credit card is charged a prorated fee for the remainder of the billing period.
⚠️ Note: The cost per user depends on your subscription plan and billing cycle.
If you are looking to replace a user, it is best if you remove the user first to avoid adding a new license. Here is more information on removing a user. "Email address is already in use" Error Each email address in Pipeline CRM must be unique — it can't already exist as a primary, secondary, or tertiary email in My Profile for any account.
To resolve this:
- If the user still has access, ask them to update their email in My Profile > Email, or use a different email address to invite them.
- Ask the user to check if they have added the email to the Other Email Addresses section under My Profile > Email.
- If the user's account is no longer active, contact support for assistance.
Need help? Contact support at customercare@pipelinecrm.com.