How to manage pipeline collaborators

Collaborators are workspace members who have access to a pipeline. On the Pro plan, you can invite teammates and assign deals to them.

Invite a team member

Settings → Team → Invite member → enter their Gmail address → Send invite. They receive an email with a sign-in link. Once they accept, they appear in your workspace and can be assigned to deals and tasks.

Assign deals

Open a deal → Assignee field → select a team member. Assigned members can see and edit the deal. Use the pipeline filter to view deals by assignee during team review.

If an invited user can't see pipelines

Ask them to sign out and back in using the same Gmail address the invite was sent to. If they used a different Google account, they may be logged into the wrong workspace. If the issue persists, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact.