Paperless Pipeline's Enterprise Portal offers a central location to oversee and manage all accounts within an Enterprise.
Think of Enterprise Portal as your control center, providing a streamlined hub where Enterprise Admins can efficiently manage and oversee all accounts within your Enterprise. This central access point saves admins the time of managing and monitoring accounts separately.
From the portal, Enterprise Admin can add new accounts to the Enterprise, access individual accounts to manage details or perform various setup and management tasks, and seamlessly switch back to the portal for an overview of all accounts.
With comprehensive access to your accounts, you can more easily coordinate activities, share resources, and maintain alignment across accounts within your Enterprise.
Access Enterprise Portal to oversee all accounts within your Enterprise.
Who Can Do This: Enterprise Admins.
To access accounts in your Enterprise:
- Log Into Your Enterprise Admin Profile
- Log into Paperless Pipeline using your Enterprise Admin profile.
- Go to Admin / Settings
- Click your name in the upper right corner, then [Admin / Settings].
- Open Your Enterprise Portal
- Select [Manage Accounts] from the Enterprise Portal section of the left menu.
- View Accounts
- You'll see a list of accounts belonging to your Enterprise.
Add a new Paperless Pipeline account to your Enterprise to expand your business into a separate account.
Who Can Do This: Enterprise Admins.
To add a new account to your Enterprise:
- Access Your Enterprise Portal
- Log into Paperless Pipeline using your Enterprise Admin profile.
- Add Account
- Click [+ Add Office Account].
- Complete & Submit Form
- Fill in the necessary information about the new account, including the name, address, and other relevant details.
- Submit the form.
- Access the New Account
- The new account will appear in your Enterprise Portal, and you can log in.
Learn how to Set Up Paperless Pipeline.
Access an individual account in your Enterprise to login and manage details, updates, or perform specific tasks.
Who Can Do This: Enterprise Admins.
To log into an account in your Enterprise:
- Access Your Enterprise Portal
- Log into Paperless Pipeline using your Enterprise Admin profile.
- Find & Select Account:
- Find the account you wish to access in the list.
- Click the account's gear, then [Manage / Setup].
- Log In:
- Select your Email from the list, then enter your Password.
- Click [Log In]. You'll be logged into the account, allowing you to manage Admin Settings, access transactions, run reports, and more.
Learn how to Use Paperless Pipeline.
While accessing an account from your Enterprise Portal, return to your Enterprise Portal to switch back to your overview of all accounts.
Who Can Do This: Enterprise Admins.
To return to the portal from an individual account:
- Go to Settings Menu
- While logged into an account in your Enterprise, click your name in the upper right corner.
- Return to Portal
- Click [Return to Your Offices]. You'll be taken back to the portal.