Locations & Users

Add a Location to give an office, team, or group its own users, transactions, and permissions. Introduction You're opening a second office, or a group inside your company needs its files kept apart from everyone else's. Either way the move is t...

Deactivate a Location you no longer use to keep your Locations list focused on the offices and teams you're actively running. Introduction Closing an office doesn't mean losing what happened there. Deactivating a Location retires it from the li...

Every Location has a name that identifies it across Pipeline — and you can update that name anytime. Introduction Offices rebrand, teams get renamed, and a Location you set up in a hurry ends up carrying a name nobody uses any more. A Location'...

Give each Location a primary contact so agents know who to reply to, and system emails come from the right person. Introduction Most people arrive at this setting the same way. The daily task emails going out to their agents are signed by someo...

Add the agents and staff on your team so each person can log in and work in Pipeline under their own account. Introduction A new agent starts Monday and can't see a single file until somebody adds them. Nobody signs themselves up for Pipeline. ...

Onboard your whole team at once — send us your agent list and we'll load it for you. Introduction Bringing a whole brokerage onto Pipeline one person at a time is an afternoon you don't need to spend. If your agents are already on a list somewh...

Everyone on your account has one Primary Location, the office they're based in. It decides where they're listed, not what they can reach. Introduction You open a second office and the first question is how to get people into it. Or an agent spli...

Turn off a user's access when they leave — without losing any of the work tied to their name. Introduction Letting somebody go doesn't put your record keeping at risk. Deactivating a user ends their access to the account and leaves everything t...

Decide exactly what each person can see and do in Pipeline, location by location. Introduction Two people with the same job title can end up with completely different views of your account, and that's the point. Permissions decide what each per...

A user's profile holds who they are and where they work — their name, role, primary location, and license number. Introduction A name is spelled wrong, or somebody has legally changed theirs and the old one is still showing on every transaction...

Bring a former user back into Pipeline with their history intact. Introduction An agent comes back after a year somewhere else. Or you deactivated the wrong person on a Friday and noticed on Monday. Either way, you're not building that profile ...

Narrow the Manage Users page to the person or group you need — search by name, by email, or by role. Introduction A roster of a dozen people is easy to scan. A roster of three hundred isn't, and the person you need is never near the top of it. ...

The Manage Users page lists everyone on your account — the active roster by default, with each person's record a click away. Introduction Every question about somebody on your team ends up in the same place. Who they are, where they're based, w...

Send new users their login details the moment you're ready — and not a second before. Introduction Adding somebody to Pipeline and letting them in are two separate moves. A new user can sit in your account fully set up, with permissions sorted ...

A location admin runs the day-to-day inside the locations they're given — reviewing docs, managing checklists, and seeing every transaction there. Introduction Ask a broker who the admins are in their account and the answer is usually a guess. ...

Agents see and manage their own work: their transactions, their documents, their checklists, and nothing they don't need. Introduction Most of the people on your account are agents, and for good reason. It's the right fit for anyone whose job i...

The master admin sits at the top of your account — full access to every location, every transaction, and the settings no one else can touch. Introduction Every account has a master admin, and in most offices it's whoever set Pipeline up. The ro...