If the [➕ Add Transaction] button is missing from your account, it almost always comes down to one thing: permission. Here's what's happening and how to fix it.
The Symptom
You want to add a transaction, but there's no [➕ Add Transaction] option in the upper-right corner — so there's no way to start a new one.
The Cause
The button only appears for people who are allowed to create transactions. If you don't see it, you haven't been granted the "Create transactions" permission. Only admins and agents with that permission have the option to add transactions.
The Fix
- If you're an agent: ask an admin to add the transaction for you, or to grant you the "Create transactions" permission.
- If you're an admin: grant the agent permission to create transactions from Manage Users, and the button will appear for them. See User Permissions.
Learn More
Add a new transaction to start tracking a listing or sale in your company's Pipeline account.
Still Have Questions?
Didn't find your answer above? Email us at help@paperlesspipeline.com and we'll help.