Invite teammates
Admins invite people from the Team page with an email and a role. The invite link lasts 7 days. Check each new person's lead access after they join.
Send an invite
Choose Team in the left sidebar.
Enter their Email address and choose a role: Admin, Manager or Agent. Agent is the default.
Choose Send invite. You see Invite sent.
The form shows what that role will be able to do. See Roles and permissions.
Manage pending invites
Pending invites show when they expire. Invites last 7 days.
Resend sends a fresh invite.
Revoke cancels it.
If the person is already in your workspace, or already has a pending invite, Pipelio tells you.
After they join
New agents start by seeing only leads assigned to them, and do not see unassigned leads. With these settings they see an empty Leads page until someone assigns them leads. They can still add leads; a lead they add is assigned to them. If they should work new leads that nobody owns yet, turn on Can see unassigned leads in their settings. See Who sees which leads.
New admins and managers start with access to all leads.
Each person can belong to one Pipelio workspace. Someone already in another workspace must be removed from it first. See One workspace per person.
Last reviewed October 4, 2026.
In Pipelio, open Support at the bottom of the left sidebar and send a message. Workspace admins can message support directly; other teammates should ask their admin. Include what you clicked, what you expected, and the exact words of any message you saw.