Adding & Managing Users in Pipeline

This article walks you through how to set up users in your Paperless Pipeline account.

How to manage users

1. Click on [Admin]. You can find [Admin] on the left menu or in the upper-right corner of your screen.

2. Choose [Manage Users] from the left menu.

3. Click on [Add User].

How to manage users

Set up their login information

Enter your user's name, email address, location, role, and a password.

Set up their login information

Set their 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.

Save your changes

To save their 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.

Save your changes