How to add a guest user

Learn how to add users as guests in your company

Graziela Sabatini avatar
Written by Graziela Sabatini
Updated over a week ago

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. When it happens, they will become members and you will receive an email notification.

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

Open your company dashboard and click on Members.

Select Invite team members.

Type the email address of the person you want to invite, and click Add.

Then, choose the role level, in this case, an external guest or a company guest.

Click on Invite.

The person you're adding will receive an email with the invitation.

📌 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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