Enterprise Portal

Articles

Enterprise Admins
An Enterprise Admin is the one role that reaches across account boundaries — full authority in every account in the Enterprise, from a single sign-in. Introduction Inside a single Paperless Pipeline account, the master admin is the top of the t...
Enterprise Owner
An Enterprise can name one person as its Enterprise Owner: the same authority as an Enterprise Admin, plus the only say in closing the Enterprise. Introduction Most decisions in an Enterprise can be made by whoever reaches them first, and that'...
Enterprise
One company, several Paperless Pipeline accounts. An Enterprise ties them together so the people who run the whole business can reach every account from one portal. Introduction Most companies run on a single Paperless Pipeline account and use ...
Member Accounts
The accounts inside your Enterprise are still whole accounts, with their own users, their own settings, and their own bill. The portal is how you reach them. Introduction The worry when offices get grouped together is that they stop being their...
Billing Control
In an Enterprise, billing runs from one place. The Enterprise Admin controls the card on file for every member account, and can hand that control to a master admin whenever an office would rather manage its own. Introduction An office admin goe...
Combined Billing Report
At the start of each month, a single spreadsheet lands in your inbox with last month's charges for every account in your Enterprise. Introduction Closing the books on twelve offices means twelve sets of charges, and none of them sit anywhere yo...