- Go to https://dashboard.pipelineroi.com/
- Click the silhouette icon in the top right corner, then select Dashboard Settings from the dropdown menu
Click Users in the Settings menu, then click the plus button in the bottom right corner
- Enter the email addresses in the popup window to invite users to your account. An invitation email will be sent to the email(s) you include. Once a user accepts the invitation they will have access to your account.
You can only use email addresses that are not tied to current Pipeline ROI users.
Use the dropdown menu to the right of each email field to determine the type of user that will be configured
Click the plus button to add additional email fields, then click Send Invite when you’re ready to send the invitation(s).