Add people from your team to your company’s pipes. Learn how to:
Access the invitation page, add people and define functions and permissions.
Grant different types of permissions to users in a pipe.
Invite new external users without triggering an automatic billing in your Pipefy account.
Add members to the pipe
To invite new people to a pipe:
Access the pipe you’d like to add your team to.
Click on Members at the top of the screen.
Next, click on Invite members.
Enter the users’ email addresses (or username if they are already registered). Their profile icon should appear.
The next step is defining permissions for each user. Click on the member to alter their permissions. Learn more about pipes roles and permissions.
Pipe administrador: can create and edit cards, and manage pipe settings.
Pipe member: can create and edit cards in a pipe.
Restricted view: can create cards and edit/view only cards they have created.
Read only: can view all cards and leave comments.
Start form only: can create cards only.