🔐 Available on all plans
🎯 For those who want to manage people and permissions in databases at Pipefy
⏩ TL;DR
Control your information and manage who can see, access, or modify your databases:
How to access invitations to add users and define roles and permissions.
You can add people with different roles and permissions to a database.
Be careful when inviting new people that are not in the company. It can cause automatic charges to your Pipefy account.
What are roles and permissions in Pipefy
A role refers to the type of access people have when accessing their company’s Pipefy account. It can be personalized, and tends to vary depending on the company, pipe, and database.
Permissions are actions people can or cannot execute in a company, pipe, or database, like adding users, creating pipes, and deleting database records, among other things. Each role has specific permissions that can be personalized in the admin dashboard.
📢 Keep in mind: You must have company admin permissions to use the admin dashboard or add users with different roles. Learn more about Pipefy pricing.
Roles and permissions in databases
There are three predefined roles for database users in Pipefy; each one has specific permissions:
Database admin
Database member
Read only
Permission | Database admin | Database member | Read only |
Access and visualize records | ✅ | ✅ | ✅ |
Create records | ✅ | Only if it’s available in the database settings | ❌ |
Edit records | ✅ | Only if it’s available in the database settings | ❌ |
Delete records | ✅ | Only if it’s available in the database settings | ❌ |
Edit columns | ✅ | ❌ | ❌ |
Create fields | ✅ | ❌ | ❌ |
Edit fields | ✅ | ❌ | ❌ |
Delete fields | ✅ | ❌ | ❌ |
Edit database settings | ✅ | ❌ | ❌ |
Add people to the database | ✅ | ❌ | ❌ |
Export records | ✅ | ❌ | ❌ |
Delete database | ✅ | ❌ | ❌ |
How to manage database users
📢 Keep in mind: You need to be a company admin to use the admin dashboard or add people with different roles. Learn more about Pipefy pricing.
To manage people with database access, or to invite new users, click on Members at the top of the page:
To change a user’s role, click on their role and select the new one you are granting them:
To add new users, click Invite members. Then enter their email address (or username, if they are already registered in your company at Pipefy). If they have been set up as a user, you will see their profile icon. Choose the role you wish to grant them, then click Invite.
💡 Tip: You can add users whose profiles don’t appear. Click + Add more people to register their email address.
How to allow members to create, edit and delete records
By default, only admins can create, edit and delete records (the information saved in the database).
To enable or disable a user’s access to the database, clicking the gear icon at the top of the screen:
Then, click on Database settings
In Authorizations, enable or disable the settings that allow people who are not admins to create, edit and delete database records.
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