When a Pipedrive account is created, both a user account and a company account are established.
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Company Account: This represents your organisation within Pipedrive. You can invite colleagues to join this company account, allowing them to access the shared database.
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User Account: Each individual within the company account will have their own user account to interact with Pipedrive.
You don't need to create a new company account if a colleague already has one. They can invite you to join their existing company account.
- Access and Privileges: The access level and privileges you have within Pipedrive are determined by the company owner or users with User Management permissions.
If you're unsure about your user type or lack User Management access, please contact your account admin.
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