How To Add A User On Pipedrive

How To Add A User On Pipedrive

  1. Log In: Access your Pipedrive account.
  2. Go to Settings: Click on the gear icon in the top right corner.
  3. Select Users: Find and click on the "Users & Permissions" option.
  4. Click Add User: Look for the "Add User" button and click it.
  5. Enter User Details: Fill in the new user's name and email address.
  6. Set Permissions: Choose the appropriate permissions for the user.
  7. Send Invitation: Click the button to send an invitation email to the user.
  8. Confirm Addition: Wait for the user to accept the invitation to finalize the process.