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How To Add A User On Pipedrive

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Here is how to add a user on Pipedrive:

  1. Click on the top right profile icon.
  2. Under Company overview, click on Manage users.
  3. Click on the Add user button with the + icon.
  4. Enter the email address of the user to invite them to Pipedrive.
  5. Once added, click on Preview to verify.
  6. Verify the permissions and other details or click on the user to modify.
  7. Make sure you have the correct permissions and features enabled for your user and then close the window.
  8. Click on the Invite user button to send an invitation for the user to join.
  9. You can track your current users status through the Invited and Active tabs.
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