Articles
Add Users Now and Send Their Logins Later
Building the roster and releasing the logins are two separate moments, and one checkbox keeps them apart. Leave it unchecked and nobody hears from Pipeline until you're ready for them to.
Introduction
You're rolling Pipeline out to an office, a...
Add a Shared Inbox to Your Staff Recipients
The Staff list on a transaction's message area is built from your account's users, so an address that isn't a user can't appear there. Make the inbox a user and it can — and it takes one checkbox plus one permission.
Introduction
Your accountin...
Add an Agent Whose Email Is Already in Use Elsewhere
An agent you're onboarding already has a Pipeline profile somewhere else, and their address can only hold one. Getting them onto your roster comes down to a single question — and it's the agent who answers it.
Introduction
You go to add an agen...
Adding a User FAQ
Adding a user takes a name, a login email, a primary location, and a password. Answers to the common questions about who can add users, adding a whole roster, and users who don't show up where you expect.
Who can add users?
Admins with the "Cr...
Adding a User
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. ...
Agent Roster Import FAQ
A roster import lets us load your whole team at once from a spreadsheet. Answers to the common questions about required columns, welcome timing, and the template.
What columns does the roster need?
First name, last name, primary email, and rol...
Agent Roster Import
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...
Bulk-Onboard a Roster of Agents
Sixty agents, one spreadsheet. Send us the list and your whole roster lands in the account — quietly, on your schedule, with nobody hearing from Pipeline until you say so.
Introduction
Standing up a brokerage means getting everyone in. Typing t...
Can't Add a User? Email Already Exists
If Pipeline says the email address already exists, that address is already attached to a Pipeline account — here's how to free it up or work around it.
Why This Happens
Every login email in Paperless Pipeline has to be unique across all account...
Change a Setting Across Every User at Once
There's no bulk editor on the Manage Users page, and for most account-wide changes there doesn't need to be. Tell us the rule or send us the spreadsheet, and our Tech Team runs it across every profile at once.
Introduction
Seven hundred agents ...
Close Out Commissions for an Agent Who Already Left
An agent left, a deal they were on is closing, and their profile is switched off. Turn it back on for the length of the paperwork — the numbers survive the round trip untouched.
Introduction
Offboarding is usually clean until a file comes back....
Consolidate a Person’s Duplicate Profiles
Two profiles, one person — usually because they were added twice, once under a work address and once under a personal one. There's no merge button, but there is a clean way to end up with a single login and none of the history lost.
Introduction ...
Cover Someone’s Files While They’re Out
Somebody's out for two weeks and their files still need working. Every part of covering for them is a grant you can make today and take back the day they're back — none of it requires handing over a password.
Introduction
Vacation, maternity le...
Cut Off Access Immediately After a Termination
One action ends it: deactivating the profile kills the login, the maildrops tied to it, and Pipeline's emails to them at the same moment. The rest of this is what to check once the door is shut.
Introduction
Someone has been let go and the cloc...
Decide Who Can See Commission Numbers
Document access and money access are two different switches in Pipeline, set on the same page. Once you see them as separate, most of what offices want here turns out to be a checkbox rather than a compromise.
Introduction
Your admin needs to o...
Give an Assistant Access to Just That Agent's Files
An agent's assistant needs that agent's files and nothing else. Add them to each transaction and the rest of the office stays invisible.
Introduction
One of your producers has hired help. The assistant works for the agent, not for the brokerage...
Give an Auditor Read-Only Access
An auditor needs to look, not touch. Add them as a user for the length of the audit, then take the access back when it's over.
Introduction
Most auditors would rather browse your files themselves than wait on a folder of downloads, and plenty o...
Keep Your Email Address When You Change Brokerages
Your same email address can follow you to your new brokerage — it just has to be released from the old one first, and you're the only person who can ask for that.
Introduction
You've hung your license somewhere new. Your new office goes to add ...
Location Membership FAQ
A profile holds one Primary Location, and permissions decide the rest. Answers to the common questions about belonging to two offices, who changes the field, what it does to access, and what a Location's user count is counting.
Can one person bel...
Location Membership
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...
Offboard a Departing Agent Without Losing Their Files
An agent leaves and their work stays exactly where it is. Deactivation ends their access without touching a single transaction, document, or commission tied to their name.
Introduction
Someone resigns, gets terminated, retires, or moves to the ...
One Person, Two Roles (Broker Who Is Also an Agent)
You run the office and you also carry your own listings. One profile almost always covers both — and there's exactly one reason to reach for a second.
Introduction
Plenty of people in Pipeline wear two hats. You're the managing broker and you s...
Set Up a Transaction Coordinator With the Right Access
A TC touches every file in your office but shouldn't own any of them. Three setups, and the one you pick decides what they see.
Introduction
There's no "TC" role in Pipeline. You build one out of a user and a set of permissions, and that's a go...
User Deactivation FAQ
Deactivating a user ends their access while keeping their history intact. Answers to the common questions about transactions, billing, freeing an email, and bringing someone back.
What happens to a deactivated user's transactions?
Nothing is l...
User Deactivation
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...
User Permissions FAQ
Permissions control what each user can do, and most are set per location. Answers to the common questions about recommended agent permissions, admin versus master admin, and making someone a master admin.
What permissions should a typical agent h...
User Permissions
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...
User Profile FAQ
A profile holds a user's name, login email, primary location, role, and optional details. Answers to the common questions about editing profiles, changing a name or email, and updating your own.
Who can edit a user's profile?
Admins with the "...
User Profile
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...
User Reactivation FAQ
Reactivating a former user turns their access back on and reconnects them to the work already in their name. Answers to the common questions about their history, their password, who's allowed to do it, and agents returning from another company.
S...
User Reactivation
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 ...
User Search FAQ
The Quick Search box finds one person by name or email, or a whole group by role. Answers to the common questions about role search, getting your full roster back, and searching from elsewhere in Pipeline.
How do I find one person on my roster?
...
User Search
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. ...
Users List FAQ
The Manage Users page lists your active users, with each person's record a click away. Answers to the common questions about where to find it, who can see it, deactivated users, and downloading your roster.
Where do I find my list of users?
Un...
Users List
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...
Welcome Emails FAQ
Welcome emails carry a user's login details and invite them into Pipeline, on your schedule. Answers to the common questions about resending a welcome, skipping it during setup, and what it resets.
I skipped the welcome email when I added the use...
Welcome Emails
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 ...