The Admin Dashboard is a page inside Pipefy that only admins have access to. It gives you a full vision of your company settings and people working inside your account, plus complete control over users' roles and permissions.

📌 Admin Dashboard is available for paid users only. Free accounts don't have access to this feature.

Where to find it

Click on your profile picture and select Admin Dashboard.

Managing roles

On the Roles Page, you will find all company roles and permissions types, a brief description about them, and how many people in your company are set as administrators, members, company guests, or external guests.

Click on each role name to view more details and control their authorizations inside Pipefy.

For now, you can edit members' permissions. They are divided in:

Admin Settings:

Decide whether or not members can:

  • Edit all Admin settings

  • View the "People" button on the home page

  • Go to the Company Activities page

  • Invite new people to your Pipefy company account

  • Remove people from the company account

  • Manage company roles and permissions

  • Determine who also has access to Admin settings

For company reports:

Choose whether or not members have permission to access company reports.

For Pipes:

Decide whether or not members can:

  • Create pipes

  • Delete pipes

For Databases:

Decide whether or not members can:

  • Create databases

  • Delete databases

For Automations:

Choose whether or not members can create, edit, or delete automations.

📌 You can control each action that members are allowed to perform in your Pipefy account by clicking on the checkbox button and saving your changes.

By default, members have permission to:

  • Access any public pipe, create cards, and change information of the cards they have created

  • View and work on private pipes they have been invited to

  • Create new pipes and databases

Use cases

For IT managers and administrators, this tool offers full control of users' permissions. They can set what each employee can perform inside Pipefy, respecting your company policies. Here are some examples:

If your company members can’t invite other users to join Pipefy, you can disable this option in the Admin Settings.

You can also disable their permission to create pipes or databases, so only admins will be able to perform this action.

Another possibility is to allow members to create, edit, and delete automations, a feature that, by default, is enabled just for admins. This permission offers an even more smooth workflow — since members won’t have to ask for admins to manage automations every time it's necessary.

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