Estimated reading time: 2 minutes
Pipefy offers different types of company permissions: administrator, member, external guest, and company guest.
In a nutshell, both guest roles can't access any information from your company's account, like pipes, databases, dashboards, etc.
The only thing they can do is to fill in the forms you've shared with them, so they can make you requests or share information you've required. That's all!
The main difference between external guests and company guests is: if the company admin allows, company users can create pipes.
Creating a pipe automatically upgrades the user’s role from Guest to Member. You will receive an email notification informing you of this status change.
Since members have access to the company's information, the same will happen with the company guests that become new members.
This is why while external guests are intended for customers, suppliers, and business partners, company guests are intended for employees. But you can choose what is best for your business.
Here is how to add them:
Invite guests users
Access the Admin panel by clicking the menu located in the top-right corner of the screen.
In the sidebar menu, select Members and Permissions.
lick the Invite Members button located on the right side of the page.
Type the email address of the person you want to invite, and click Add.
Set permissions: Select Company Admin, Company Member, Company Guest, or External Guest, depending on the level of access you wish to grant.
Send the invitation: Click Invite.
Confirmation: The added user will receive an email invitation containing instructions on how to accept it and access the platform.
📌 Only admins and members (if allowed) can add new people to the company's account.
Company guests and external guests can't be added to pipes.
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