Estimated reading time: 7 minutes

In this article:

What are roles

What are permissions

Manage roles and permissions

Manage users with the same permissions

Mandatory roles

Important notes

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.

What are roles

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

  • Super Admin

  • Administrator

  • Member

  • Company Guest

  • External Guest

It is also possible to create custom roles.

What are permissions

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 is what each role can do in Pipefy by default:

Company's account

Permission

Super Admin

Administrator

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 Administrator

Administrator

Member

Company Guest

External Guest

Create pipes (public or private)

Delete pipes (public or private)

Databases

Permission

Super Administrator

Administrator

Member

Company Guest

External Guest

Create databases (public or private)

Delete databases (public or private)

Automations

Permission

Super Administrator

Administrator

Member

Company Guest

External Guest

Manage automations

Manage roles and permissions

Set roles and permissions on the Admin dashboard, a feature which, by default, only Super Admins and Admins have access to.

Click on your company's name (or logo), then, choose the Admin dashboard option from the list.


📌 At the moment, the Admin dashboards it's available as Beta for Pipefy's Business, Enterprise, and Unlimited plans only.


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

Then, use the checkboxes to give or remove permissions. When they are selected, the user has permission to create company reports, for example.

Here is what you can do:

  • Modify the permissions for admins, members, and custom roles

  • Allow company members to create pipes or not

  • Super Admin and external guests' permissions are not editable

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

Manage users with the same permissions

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

Assign users individually by typing in their email addresses or add them in bulk, which prevents you from spending time inviting people and setting their permissions one by one.

📌 Explore how to assign people to roles in bulk.

To do this, you can copy and paste a list of email addresses from a text file or an Excel spreadsheet.

Emails from this list must be separated into lines (one email address per line). Each import must have a maximum of 1000 rows.

When you're done, click on Add users and you're done!

You will receive an email from Pipefy letting you know if the import was successful — and what can be adjusted if there are errors.

Mandatory roles

Companies must have at least one person with the Super Admin or Administrator role.

If you have a single person as Super Admin/Admin, and needs to delete this user, you'll have to add someone with this permission level first.


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 charges.

Meet 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 the process, not for the company.

Find instructions about pipe roles and permissions.


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