How to manage pipeline collaborators

Collaborators are workspace members who have access to a pipeline. Pipelines can be shared with your team or kept private, on every plan.

Add a collaborator

1. First invite the person to your workspace — see how to invite team members.
2. Open the pipeline → three-dot menu → Configure pipeline.
3. Add the teammate as a collaborator.

Assign deals

Open a deal and set the Assignee field. Use the Filter on the pipeline to see deals by assignee during a team review.

If an invited user can't see pipelines

Ask them to sign out and back in with the same email address the invite was sent to, and check they've been added as a collaborator. See invited user accepted but cannot see pipelines.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.