This article walks you through how to set up users in your Paperless Pipeline account.
How to manage users
- Click your name in the upper right corner then "Admin / Settings".
- Click[Manage Users] from the left menu.
- Click [Add User].
- Enter your user's name, email address, location, role, and a password.
Set user permissions
Permissions allow admins to control the actions that users can perform. Permissions are granted per location and may be edited at any time. Learn about permissions here →
To save a user profile:
- Click [Add User] or [Save & Add Another] if you're adding multiple users. After you've saved it, their login information will be emailed to them.