How To Add A User On Pipedrive

Quick summary

Adding a user in Pipedrive takes just a few steps: navigate to Manage users, enter an email address, set permissions, and send an invitation. Once invited, you can track each user's status in real time from the Users dashboard.

Steps

1. Click on the top right profile icon to open account settings.
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 the user details.
6. Verify the permissions and other details, or click on the user to modify them.
7. Make sure you have the correct permissions and features enabled for your user, then close the window.
8. Click on the Invite user button to send an invitation for the user to join.
9. Track your current users' status through the Invited and Active tabs.