Consolidate Separate Accounts

Collin Harbour
Collin Harbour Posts: 1
edited July 24 in Business Talk #1

I have three PipeDrive accounts (one for me, one for each of my clients).  Am I able to set them up where I can toggle between each account, maybe through a drop down menu, without having to log out of one account and log into another account?  (Similar to Twitter, where I have a couple of different accounts).

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited November 2020 #2

    Yes you can.

    Click on your name in the navigation and press "SWITCH COMPANY"

    image
  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #3

    To make sure the view that Boris speaks off pops up you'd need to be sure to have a user on each of the accounts that users the same email address to login @Collin Harbour