Estimated reading time: 3 minutes

Azure AD is a cloud service used to manage users in systems, such as Pipefy.

After integrating it to Pipefy, you can use this tool to easily add, edit, or delete company members.

You can also create groups and add members to manage people according to their permission levels:

  • Administrator

  • Members

  • Guests

Let’s go to the tutorial!

Creating a Group

1. Click on All Services.

2. Select Groups.

3. Click on New Group.

4. Fill in the Group information.

Pipefy accepts only 3 group names: Pipefy-Administrators, Pipefy-members, and Pipefy-guests. By creating these groups and adding users in each of them, these users will automatically be linked to the organization's permission level that currently exists within Pipefy.

5. If you want, you can fill in the members on this same page or add them later.

6. Click on Create.

📌 Attention: You can not provision on demand for groups. So, the sync for groups can take up to 40 minutes for the role to be changed on Pipefy after a user is assigned to a new group on Azure AD.

Adding a User to an existing group from the user page

1. Go to users

2. Click on the user you want to add to a group.

3. On the user profile page, click on groups.

4. Click on Add membership.

5. Choose the group you want to add the user to.

6. Click on select.

Adding users to a group from the group's page

1. Click on All Services.

2. Click on Groups.

3. Select the group you want to add users to.

4. Click on Members.

5. Click on Add Members.

6. Search and select the members you want to add to that group.

8. Click on Select.

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