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Roles and permissions

Invite people to the company

Manage roles and permissions

As you manage your company, it's important to ensure only selected people access some data, especially the most sensitive.

For that, Super Admins and Administrators can set up roles for groups of people and define their permissions according to business rules.

Roles and permissions

Roles are the types of access people can have within your company.

  • Super Admins

  • Administrators

  • Members

  • Company Guests

  • External Guests

Permissions are actions that people with specific roles can take.

For instance, inviting members to the company, accessing private pipes, creating automations, and others.

Here are the things that people with determined roles can access or manage:

  • Admin dashboard

  • Pipes

  • Databases

  • Automations

Check a list of which roles exist in Pipefy and the permissions related to them:

Admin dashboard

Permission

Super Admin

Admin

Member

Company guest

External Guest

Invite new members to the company

Delete other users

Create Company Reports

Access the Admin dashboard

View Company Activities

Pipes

Permission

Super Admin

Admin

Member

Company Guest

External Guest

Create pipes (public and private)

Delete pipes (pu

Databases

Permission

Super Admin

Admin

Member

Company Guest

External Guest

Create databases (public or private)

Delete databases (public or private)

Automations

Permission

Super Admin

Admin

Member

Company Guest

External Guest

Manage automations

Invite people to the company

To invite people to your company and define their roles, click on Members.

Click Invite members to invite someone and type in their email addresses. They'll automatically receive the invitation in their email.

Then, open the list of roles and choose one, so people will join your company with the permissions you define.

Manage roles and permissions

Invite, assign and set permissions for people in your company on the Admin dashboard.

You can access it by clicking on your company's name (or logo). Then, choose the Admin dashboard option from the list.


📌 For now, the Admin dashboard is available only for Pipefy's Business, Enterprise and Unlimited plans.


To set permissions, click on the number of Users, next to a role's name.

You can define what people with this role can access, edit or manage by selecting or unselecting permissions.

For example: a Super Admin can create Pipes, and they can delete Pipes.

As you're done selecting permissions, click on Save.

Switch to the Users tab to manage a group of people with this role.

In this section, you can manage everyone in your company in one place and assign more people to this role by clicking on Assign users.

It's possible to assign users individually by typing in their email addresses or adding in bulk.

Adding users in bulk prevents you from spending time inviting people and setting their permissions one by one.

Learn how to add people to roles in bulk.


Important notes

📌 Business, Enterprise and Unlimited plans are calculated based on the number of people in the company. Users with Super Administrator, Administrator, or Member roles generate a new charge. Company Guests and External Guests are free of charge.

Learn more about it in the article Pipefy's Pricing Policies.

📌 Managing the members of a company is different from managing members of pipes. In pipes, you can also define roles and permissions, but they work exclusively for one process.

Learn more about it in the article about pipe roles and permissions.


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