Modify your company settings to customize things with your company’s brand and to have more control over your company’s processes:
Alter the name of your company and add the logo.
Turn timers on or off for all the cards in your pipes.
Define which forms external guests will have access to.
Learn how to delete your company.
How to access your company settings
There are two ways to access your company’s Pipefy settings:
Click on the name of your company or your profile image at the top of the page.
A.) Access Account preferences and click Company settings.
B.) Access the Admin dashboard and click Company settings.
What you can alter in the company settings
In Company settings, you can alter the name, logo, and other process information like timers and forms received by external guests.
Don’t forget to click Save at the end of the page when you finish the changes.
You can change the name of your company in Pipefy. It’s located at the top of the screen in portals and forms. Make sure to choose a name that allows everyone to easily identify your company.
You can add your company’s logo in Pipefy using JPG, GIF or PNG files that are up to 2MB in size. It’s located at the top of the screen in portals and forms.
Adjust the width and height of the image using the editing page.
Enable timers on card
Enable or disable timers in your company’s cards. Timers indicate how long a card will remain in the pipe, its phase, and the most recent update (including updated fields, received or sent emails, and comments).
Forms allowed to the external guests
You can choose which forms external guests will have access to as they open requests. Learn how to share forms with guests.
Activate Single Sign-on (SSO)
Only companies with Enterprise plans can activate this single sign-on option. Learn how to enable and use Enterprise Single Sign-On.
Delete the company
Only users with super admin permissions and company admins can delete the company, which deletes all pipes, cards, and users associated with the account.