Enterprise Accounts Management

We grant Enterprise Admin in writing, and it carries everything a master admin has in every account at once. Answers to the common questions about adding admins, billing access, and how the role compares to master admin. How do I add or remove an...

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...

An Enterprise groups your separate Paperless Pipeline accounts under one portal, with no extra charge for the portal itself. Answers to the common questions about becoming an Enterprise, what it costs, and what stays the same in each account. Doe...

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'...

The Enterprise Portal shows up only for the profile that carries Enterprise Admin, which is why it can be missing when you expected it. Here's what to check, in order. The Enterprise Portal Isn't in Your Left Menu The portal appears under the e...

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 ...

Your franchise agreement is ending and the account stays with you. Coming out of an Enterprise keeps every transaction, user, and document exactly where it is — what changes is who administers it and who pays the bill. Introduction An office le...

Every account in an Enterprise stays a complete account, and moving one in or out is a request rather than a switch. Answers to the common questions about adding accounts, leaving an Enterprise, and who pays for what. Can an account that already ...

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...