🔐 Available on Business, Enterprise e Unlimited
🎯 For those who want to manage the company’s people and their permissions in Pipefy
⏩ TL;DR
Manage the roles and permissions of Pipefy users, ensuring that the right people have access to the proper information and actions:
Roles are different types of Pipefy accesses users can be granted based on company, pipe, or database.
Permissions are different actions available to those who have access to a company, pipe, or database.
Super admin, admin, members, company guests, and external guests have different permissions - see the table comparing each function.
You can customize the permissions of some roles in the admin dashboard, available in active plans.
What are roles and permissions in Pipefy
Roles are a type of access people have when accessing their company’s account in Pipefy. They can be personalized and vary on the level of company, pipes, and databases.
Permissions are actions people can or cannot execute in a company, pipe, or database, like inviting other users, creating pipes, or deleting database records. Each role has specific permissions you can personalize in the admin dashboard.
📢 Keep in mind: You need an active plan in your account to add people with different admin roles or use the admin dashboard. Learn more about Pipefy pricing.
Roles
Company
People you add to your company’s account have a role, but they can have different roles in pipes or databases.
The predefined roles at the company level are:
Super Admins
Admins
Members
Company guests
External guests
🎥 Check out the video about permissions below:
📢 Keep in mind:
Anyone you invite with the permission of super admin, admin, or member will become a user, which can cause charges. Learn more about Pipefy pricing policies.
Company guests and external guests cannot be part of pipes or databases. People with these roles can only open requests through the start forms you share with them. Learn how to manage guest users.
Pipe
People you add to your company’s pipes can have the roles below:
Pipe admins
Pipe members
Ready only
Restricted view
Start form only
The same person can have different roles in each pipe they belong to, depending on business needs and the rules set for each process. Learn more about pipe roles and permissions.
Database
People you add to your company databases can have different roles:
Database admin
Database member
Ready only
The same person can have different roles in a database, depending on business needs and rules for each process. Learn more about pipe roles and permissions.
Permissions
The admin, member, and company guests have standardized permissions that can be adjusted in the admin dashboard. You cannot alter super admins' and external guests' permissions, however. Learn more about the admin dashboard.
The company, pipes, databases, and automations default permissions are:
Company
Permission | Super admin | Admin | Member | Company guest | External guest |
Invite people | ✅ | ✅ | ❌ | ❌ | ❌ |
Remove people | ✅ | ✅ | ❌ | ❌ | ❌ |
Access the members' menu | ✅ | ✅ | ❌ | ❌ | ❌ |
Access the admin dashboard | ✅ | ✅ | ❌ | ❌ | ❌ |
Create company reports | ✅ | ✅ | ✅ | ❌ | ❌ |
Access company’s activities | ✅ | ✅ | ❌ | ❌ | ❌ |
Pipes
Permission | Super admin | Admin | Member | Company guest | External guest |
Create pipes | ✅ | ✅ | ✅ | ❌ | ❌ |
Delete pipes | ✅ | ✅ | ❌ | ❌ | ❌ |
Databases
Permission | Super admin | Admin | Member | Company guest | External guest |
Create databases | ✅ | ✅ | ✅ | ❌ | ❌ |
Delete databases | ✅ | ✅ | ❌ | ❌ | ❌ |
Automations
Permission | Super admin | Admin | Member | Company guest | External guest |
Access, create, edit, and delete automations | ✅ | ✅ | ❌ | ❌ | ❌ |
📢 Keep in mind:
In Business, Enterprise, and Unlimited plans, the number of people with super admin, admin, or member roles can affect charges.
Company guests or external guests will not generate new charges.
If a company guest creates a pipe (you can enable or disable this permission), they will become a member, which can incur charges. Learn more about Pipefy pricing policies.
✨ Get inspired:
Human Resources
Add team managers as pipe admins in recruiting, onboarding, or vacation requests. They can manage people working on pipes, create automations, reports, etc.
Analysts responsible for executing activities can be members.
Add other users from your company as company guests to share request forms, centralizing all HR processes into one tool.
Guests can open requests via phone or tablet in our mobile app. Learn how users can open requests through their phones.
Related content
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