Yes, you can invite Paraplanners and administrators to access your account.
Once logged into iPipeline, you will be on the ‘My iPipeline Services’ page, you will need to click your name in the top right then click ‘Manage Accounts’ when the dropdown appears.
Enter the Administrators/Paraplanners email address where it says ‘Invite a user to access’. They will then receive an email invite to access your quotes.
