How to Add Users & Adjust User Settings

Gravity Pipeline integrates with WordPress’s native user system. Any WordPress user with the right capabilities can access the pipeline board. This guide explains how to add users and control what they can see and do.

Step 1: Add the User to WordPress

If the person doesn’t already have a WordPress account on your site:

1. Go to Users > Add New in WordPress admin.
2. Fill in their username, email, and set an initial password.
3. Assign a Role — see the role guide below.
4. Click Add New User.

WordPress Roles & Pipeline Access

Pro users can configure more granular role-based access per pipeline. See the User Management & Permissions guide.

Adjusting Per-User Pipeline Settings

Each user can configure their own pipeline preferences from their WordPress profile:

1. Go to Users > All Users and click on the user’s name, or have the user visit their own Profile page.
2. Scroll to the Gravity Pipeline section.
3. Configure their Default Pipeline — the board that loads automatically when they use the shortcode without an ID.

Assigning Entries to Users

To assign a pipeline card to a specific team member:

1. Click on the card to open the detail panel.
2. Find the Assigned To field.
3. Select a user from the dropdown.
4. Save the entry.

The assigned user will see this entry as part of their workload. They can filter the board to show only their assigned entries.