Who Can Do What

Location admins get oversight of the locations you choose, with the exact permissions you grant. Answers to the common questions about what makes someone a location admin, per-location access, and admins who are also agents. What makes a user a l...

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 get the permissions their admin grants — usually creating transactions, uploading docs, and assigning them. Answers to the common questions about what agents can see, self-assigning helpers, and giving agents more access. What can an agent...

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...

Master admin isn't a level of access — it's control of the account. If what someone needs is to open every file, there's a permission for exactly that, and it hands over nothing else. Introduction A new operations manager starts and needs to se...

Your branch manager runs one office, and their access should stop at its door. Pipeline scopes every permission by location, so it can. Introduction When a brokerage grows past one office, someone has to run each one. That person needs real ove...

Your master admin is the only person who can hand the role to the next one. Do it while they're still here and the account changes hands cleanly — the keys, the bill, and the name on the door. Introduction A broker retires. The transaction coor...

Master admins can do everything and see everything, and a few actions belong to them alone. Answers to the common questions about billing access, changing who's a master admin, and fixing a master admin's details. What can only a master admin do?...

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...

The one person who could change anything is gone, and nobody left can change a thing. There's a way back in — it just starts with paperwork instead of a checkbox. Introduction Master admins can't edit each other. That single rule is why this si...