Users

This page is for admins. The Users tab shows all users of your Pipedrive company. On this tab, you invite users to install OneClick and give seats to the users.

Pipedrive apps are user specific. Each user must install OneClick for himself or herself. The Buttons and the settings are the same for all users in your company.

The user list

1. Click Settings at the bottom of the OneClick Panel.
2. Click the Users tab.

The list has these columns:

Column	Contents
Name	The name of the Pipedrive user.
Email	The email address of the Pipedrive user.
Assign seat	A switch that gives a seat to the user. Only a user who installed OneClick has it.
Status	Installed, Invitation sent, or an Invite button for a user who did not install OneClick.

To find a user, type a part of the name or the email address in the search field.

To filter the list, click the filter icon in the column Assign seat or Status. Then select one or more values:

• Assign seat: Not installed, Assigned, Not assigned.
• Status: Not installed, Invitation sent, Installed.

Give a seat to a user

A user can use the Buttons only with a seat. Instead of the Buttons, a user without a seat sees a message that tells the user to contact a Pipedrive admin.

The counter above the list shows the number of assigned seats and the seat limit of your plan, for example 3 / 5 seats assigned.

1. Find the user in the list.
2. Click the switch in the column Assign seat. The switch turns on, and the counter increases by one.

To remove the seat, click the switch again. The seat is then free for another user.

When all seats are in use, the switches of the other users are disabled. To get more seats, change your plan on the Subscription tab. See Subscription.

With a paid plan, OneClick can give a seat to each new user automatically. See Subscription.

Invite users

The invitation is an email that tells the user how to install OneClick. You can invite a user who has the status Not installed or Invitation sent.

1. Select the check box at the left of each user to invite. To select all users with the status Not installed, select the check box in the header of the list.
2. Click Invite selected. The page Invite users shows the recipients and a preview of the message.
3. Read the message. To change it, see Edit the invitation message.
4. Click Send invitation or Send invitations. The status of the users changes to Invitation sent.

To invite one user, you can also click Invite in the column Status.

The sender of the email is noreply@theoneclick.io. The recipient cannot reply to this address.

Edit the invitation message

1. On the page Invite users, click Edit message. The page Edit invitation message opens.
2. Change the text in Subject.
3. Change the text in Content. The content is HTML. You can use inline CSS. OneClick removes script tags.
4. Click Preview to see the message. Click Preview again to go back to the text.
5. Click Save changes. OneClick saves the message for the next invitations.
6. Click Send test email. OneClick sends the message to your own email address.
7. Click Cancel to go back to the page Invite users.

The message can contain these variables. OneClick replaces them with your data:

Variable	Value
{{user.name}}	Your name in Pipedrive.
{{user.email}}	Your email address in Pipedrive.

To go back to the default message, click Reset to default. OneClick asks you to confirm, because this removes all your changes. Click Reset to default again.