Managing Users and Locations

SUMMARY There are two main classifications of admin in Paperless Pipeline: master admin and location admin. A location admin may also be designated as a primary location admin. These three classifications are described in the following article. ...

SUMMARY Master admin permissions are reserved for those who have been trained on admin functions of the system, have authority to view all data throughout the account, and will have ultimate accountability for all areas of the account. Lea...

SUMMARY This article describes how to create and send an agent roster to Paperless Pipeline to be uploaded to your account. Prepare an Agent Roster Create your agent roster in a spreadsheet   A roster must include se...

SUMMARY Paperless Pipeline’s permissions system gives admins full control over actions users can perform. Admins can grant permissions based on each user’s job-specific responsibilities. This article provides step-by-step instruction o...

SUMMARY   Locations can be used to represent physical office locations, teams, or any other group that benefits from segmented permissions, transactions, and users. Learn how to add, edit, and deactivate Locations . IN THIS ARTICLE I...

SUMMARY Define a primary admin for each of your locations for optimal communication with agents. All system-generated emails will be sent from this admin, giving agents the most appropriate go-to person to reply to. This article will show you how ...

SUMMARY This article will explain how to download a list of users directly from your Paperless Pipeline account. Short version: 1) Under Manage users in the Admin area, click “Download User List”. 2) Change the name of the file if d...

SUMMARY This article explains the "A user with that email address already exists" system error. PROBLEM When trying to add a new user to your account, Paperless Pipeline returns the error: "A user with that email address already ...

SUMMARY You can use Pipeline’s transactions to keep track of HR related files and information like hire dates, termination dates, contract files, license expiration dates, and birthdays. IN THIS ARTICLE Create a Custom HR Status Hide...

SUMMARY Learn how to tag any user on a transaction as an assistant. IN THIS ARTICLE Add an Assistant Remove an Assistant :48 Add an Assistant To tag a user as an assistant on a transaction: Designate the person as a li...