👤 For super admins
🔐 Available on Business, Enterprise e Unlimited
🎯 For those who want to create roles with specific permissions
⏩TL;DR:
Create and manage personalized roles and people in your company in Pipefy. Learn how to:
Customize functions and permissions for different users.
Define which users can access the admin panel, pipes, databases, and automations.
Manage users with different permissions (super admins, admins, members, company guests, and external guests).
What are custom roles
You can create personalized roles in the Admin dashboard and give groups of people specific permissions. Learn more about company roles and permissions.
✨ Get inspired:
Create custom roles to differentiate permissions among your company’s Pipefy users:
Business managers: can create automations and manage users within their pipes.
IT people: can create automations and manage permissions of the entire company.
📢 Keep in mind: Companies should designate more than one person as a super admin or admin. This will prevent the whole team from losing Pipefy access if a user manager changes roles or leave the team.
Its also important to known that custom roles are billable, so even if the custom role is intended to be used for guest users, if you set them to the custom role they will become billable.
Create custom roles
In Admin dashboard:
Click on Create role, located at the top of the screen.
Give the role a name (up to 120 characters).
If you’d like, add a description of the permissions of each group manager (up to 140 characters).
Choose whether you’d like to create a function from scratch, or copy predefined permissions. Learn more about roles and permissions
Starting from scratch: you will create the role without permissions, and you will customize as you go.
Super admin: you will create the role with the same permissions as those previously defined for super admins.
Administrator: you will create the role with the same permissions as those previously predefined for administrators.
Member: you will create the role with the same permissions as those previously created for members.
Company guest: you will create the role with the same permissions as those predefined for company guests.
External guest: you will create the role with the same permissions previously defined for external guests.
Click on Create role when you have selected the role you’d like.
To edit the name or description, click the three dots button at the bottom of the role, then Edit. You can also duplicate or exclude a personalized role.
📢Keep in mind: It is not possible to reverse the action once you have deleted a personalized function. You cannot exclude predefined functions in Pipefy (super admin, admin, member, company guest, and external guest). However, you can duplicate them to create personalized functions.
Define permissions and manage people
Permissions
After creating a new role, you must define its permissions. To access the permissions panel, click on the role you want to edit.
In Permissions, you can enable or disable specific permissions to the admin panel, pipes, databases, and automations.
Click the role you'd like to edit to expand or minimize each permission category. Then, you will have control over what to allow or not. Don’t forget to click on Save when finishing editing.
People
You can add or manage users’ roles by accessing the page People in the permissions panel.
To add users to a role, click Assign users and add them using their email or name. Once you have added users, you can search, delete or include new ones.
Related content
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