Use the admin dashboard to customize things with your brand and manage the right people in the right roles in your company. Learn how to:
Create personalized roles and manage people and permissions.
Set up your company, choose the pipe name, logo, and more.
What is the admin dashboard
The admin dashboard allows you to manage people’s roles and permissions and to set up your company in Pipefy. Learn more about company roles and permissions.
🎥 Short on time? Watch this brief video about admins, members, company guests, and external guests permissions.
How to access the admin dashboard
Click your company’s name or your profile picture at the top of the screen. Then, click on Admin dashboard.
In the Admin dashboard, you will have access to Roles, to manage people’s permissions, and Company settings, to manage general aspects of your company in Pipefy, like name and logo.
You can manage people’s roles in your company, assigning them their predefined roles (super admin, admin, member, company guest, or external guest) or creating personalized roles with specific permissions.
To manage role permissions, click them and edit the actions they can do in the admin dashboard, pipes, databases, and automations. Learn more about how to create and manage custom roles.
You can manage your company's settings in Pipefy through the Admin dashboard or Account preferences.
Define your company's name, import a logo to be exhibited to users, and enable timers for all pipe cards, among other things. Learn more about how to modify company settings.