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Adding new users

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Joss Rodriguez
Updated 2 weeks ago
Add users to your account and configure their roles, teams, and permissions.
 


How to add a new user:
  1. Go to Settings > Users.
  2. Click the Add User button in the upper-right corner.
  3. Set the user's role, team, and permissions.
  4. 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  • If the user's account is no longer active, contact support for assistance.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 [email protected]. 
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