How to create, edit, and delete users on PipeOne

Managing users on PipeOne is simple and can be done from a dedicated area in the platform. Here’s a step-by-step guide to help you create, edit, and delete users.

Accessing the User management area

  • Go to the menu: PipeOne > Configurations > Users.

  • In this section, you can:

    • Create, edit, delete, enable, or disable users (disabling keeps the user’s record in the system).

    • Filter users to quickly find specific accounts.

    • Invite users by email.

Creating a User

  1. Click the option to add or invite a new user.

  2. Enter the user’s personal information, such as name, email, and password.

  3. Assign a Role:

    Admin

    • Full access to all features and settings.

    • Can create, edit, and delete users.

    • Can access and modify channel configurations.

    • Can modify the Kanban board.

    • Can create or edit automations.

    • Can manage billing and payments.

    • Can perform all actions available to Managers and Agents.

    Manager

    • Can do everything except “structural” changes.

    • Cannot:

      • Create, edit, or delete users.

      • Access or change channel configuration screens.

      • Modify the Kanban board structure.

      • Create or edit automations.

      • Access billing or payment settings.

    • Can:

      • Manage daily operations and tasks.

      • Oversee and support Agents.

      • Access most features except those listed above.

    Agent

    • Basic access focused on communication and support.

    • Can:

      • Respond to messages and interact with customers.

      • Use the platform for daily support activities.

    • Cannot:

      • Access management or configuration features.

      • Make changes to users, channels, Kanban, automations, or billing

  4. Select the Associated Sub Accounts (this is an important field to define the user’s access).

  5. Save the new user.

Editing a User

  1. Find the user in the list using the filter or search function.

  2. Click the Edit button next to the user’s name.

  3. Update the necessary information:

    • Name, email, password, roles, or associated sub accounts.

  4. Save your changes.

Deleting or disabling a User

  • To delete a user:

    1. Locate the user in the list.

    2. Click the Delete option next to their name.

    3. Confirm the deletion.

  • To disable a user (without deleting):

    • Use the enable/disable toggle. This keeps the user’s data but prevents access.

Extra tips

  • You can also invite users directly by email, which sends them an invitation to join and set up their account.

  • Use the filter tools to quickly find users by name, email, or role.

PipeOne’s user management area gives you full control to add, update, or remove users as your team changes. Always ensure roles and sub accounts are set correctly for each user to maintain proper access and security.

Product Team