Estimated reading time: 5 minutes
The Admin dashboard is a page in Pipefy that you can access to manage who can view and engage with your company's account.
It gives full visibility and control over the people that have access to information, plus complete control over user roles and permissions.
📌 For now, the Admin dashboard is not available for Free accounts.
How to access it?
Click on your company's name or profile picture, then on the Admin dashboard.
As you enter, you'll be able to view user roles and manage the number of users with those specific roles in the company.
For that, click on the number of users, next to the role's name.
As a Super Administrator or Administrator, you can manage the actions a person with a specific role can do in Pipefy. For example, accessing and managing pipes, databases, automation, and more.
To define these permissions, simply select or unselect the options, and click on Save changes to apply the settings.
To view which users have a specific role and search for people, click on the Users tab.
To assign users to a specific role, click on Assign users.
You'll be able to look for people engaged with your company's account by typing their email addresses.
As you finish, click on Assign users.
Companies must have at least one person with the Super Admin or Administrator role.
If someone assigned to one of those roles is removed from the company, another person will be promoted to Super Admin or Administrator, preventing the team from losing access to Pipefy.
This tool offers an extra layer of security for IT managers and administrators by enabling 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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