You can assign a Pipeliner user to a sales unit within the "Administration" section.
Sales Unit Membership
- Member
- Manager
Assign a member role
- Click on the “User” and select “Administration” from the drop down menu.
- Click on "Units, Users & Roles".
- Click on the "Sales unit" icon and then select the "Add" and "Add New User" option
- Then enter the e-mail address of a member or a manager.