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Import Users and Teams

Apr 17, 2022

Administrators of accounts are able to monitor the amount of Pipeline users your company has and are able to directly add new users to the system.

  • Admins can keep track of the of how many people are using Pipeline at any point
  • Admins can add users to Pipeline from their View Account Settings page and they will not receive an email notification unless the admin decides to. 

How to Add Users as an Admin:

  • In your account click the avatar in the top-right corner, then click View Account Settings
  • On the page that opens click on your company name
  • Click the Users tab, then select Import Users
  • Enter the first name, last name, and email with commas separating each and no spaces
    • Example format: first,last,email
  • Click Import