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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?
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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...
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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 "...
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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...
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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...
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The Usage by Agent report is a spreadsheet of every user's Pipeline activity over the period you choose. Answers to the common questions about report periods, what each column means, and who can download it.
How do I find out who has never logged...
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Uploading takes up to 25 docs at a time, and where they land depends on whether you started from a transaction or from Unassigned. Answers to the common questions about file types, batch limits, permissions, and why an upload button might be missing...
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The Unreviewed page has its own search box, its own filters, and sortable columns, and none of them carry over to your next visit unless you save the view. Answers to the common questions about empty search results, default sort order, and the fil...
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The Unreviewed page holds every doc waiting on an admin's sign-off, and a doc leaves it only when someone checks Reviewed . Answers to the common questions about who can see the list, what stays on it, clearing a backlog, and where the old doc co...
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Search on the Unassigned page matches doc names, sorting lasts for one visit, and the columns are what they are. Answers to the common questions about finding a doc in the queue.
Why doesn't the search find a doc I can see in the queue?
It's a...