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Teammates in Pipedrive

Easily invite Pipedrive teammates to your altaFlow workspace. Grant instant access without requiring separate logins.

Updated over 3 weeks ago

Invite new users to your altaFlow workspace & give them instant access to the altaFlow package. Allow them to use altaFlow inside Pipedrive without registering or logging in to altaFlow.

To do so, click the three dots next to the user you intend to add and select Invite teammate. Use the quick find to search for teammates.

Alternatively, click the three dots next to the teammate you’d like to invite. Then, select Invite to altaFlow.

To invite multiple teammates to altaFlow workspaces and grant them access to an altaFlow package all at once, select the checkboxes next to the teammates you’d like to invite. Then, select Invite teammates.

Filter your teammates by their workspace status by clicking the Show all teammates dropdown at the top.

Sort teammates by order, name, or email.


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