Locations & Users

An office closes and its deals still matter — for audits, for reporting, for the year you'll be asked about later. Deactivating the Location keeps every one of them and stops anything new from landing there. Introduction A branch closes. Two of...

Adding the Location takes a minute. Everything that doesn't come with it is the actual job — and knowing which settings are already account-wide saves you copying the ones you never had to. Introduction You've opened a second office, or split a...

Pipeline has no separate team object — it has Locations, and a Location is exactly the right shape for a team. Give the team one, and the leader sees every file on it without being written onto a single transaction. Introduction A team forms in...

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...

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...

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...

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...

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 ...

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....

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 ...

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...

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...

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...

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...

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...

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 ...

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 ...

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...

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...

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...

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...