Enterprise Portal

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 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...

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...

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 ...

Billing for every account in an Enterprise runs through the Enterprise Admin, from the Enterprise Portal. Answers to the common questions about who can update a card, delegating billing to a master admin, and what each account is charged. Who can...

Pipeline emails the Combined Billing Report to Enterprise Admins at the start of each month, covering the month just ended. Answers to the common questions about who gets it, what's in it, and what to do when it doesn't arrive. Who receives the C...

Inside an Enterprise, the card on file is controlled from the Enterprise Portal — so a missing [Update Credit Card] option is almost always permissions, not a bug. Here's how to tell which wall you've hit. [Update Credit Card] Isn't in Your Admin...