Pipefy Team

Send Emails More Securely and Easily Using Your Own SMTP Server

To prevent service disruptions, the platform automatically notifies you whenever your organization's usage approaches or reaches its contracted limit.

How to Track Your Account Usage Limits ( Webhooks & Email )

Natália Manffré

Product Team

Susane Lenz

Check how to adjust company and user-level settings, along with managing roles and permissions.

General Settings

Customize your company's details in Pipefy.

How to modify company settings

Learn how to customize your company's account by adding a logo to Pipefy's header.

How to add a logo to your company's account

Choose what type and from which pipe you will receive notifications by email

How to customize your Pipefy's email notifications

Pipefy White Label: bring your company’s brand to the Pipefy environment

Usage statistics

Admin Panel (Alpha)

Company

Learn how to edit your profile information, notification preferences, personal access tokens, and more.

How to modify account preferences

How to reset your password

How to unblock your account

Users

Company roles and permissions

How to create custom roles

Easily import users and assign them to a role at once.

Assign people to roles in bulk

Learn about all the different pipe permission levels to manage information access.

Pipe roles and permissions

Under what conditions do guest users in Pipefy incur charges?

User roles in Pipefy and the associated costs

Meet the different types of users in Pipefy and manage permission levels.

Roles and Permissions

Users Management

Learn how to invite people to access Pipefy and join your processes.

Add new members to your company's account

Learn how to remove team members from your company in Pipefy.

How to delete members from a company's account

Groups of users in Pipefy: easily manage permissions

Groups and users provisioning in Pipefy

How to add members to a pipe

Learn which permission level you should give to your stakeholders.

Differences between company guest and external guest

Learn how clients, suppliers, and people who don't have a Pipefy account can be a part of your processes.

How external users can join your process

Manage guest users

Learn how to add users as guests in your company

How to add a guest user

Allow customers, suppliers, and people from other teams to open cards in a pipe.

Share forms with guests

Give your employees autonomy and centralize processes in a single place.

Allow company guests to create pipes

Guest Users Management

Academy

Community

Developers Hub

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Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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