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Control who can interact with your company and define which actions they can perform.
Assign built-in roles or create custom roles to group people based on your business's rules.
Custom roles are handy for companies where teams work on many processes and constantly communicate with people outside Pipefy, such as stakeholders or suppliers.
Create custom roles
To create a custom role, get into the Admin dashboard, where you can manage user roles and permissions as a Super Admin.
Then, click on Create role.
As you click, you'll be able to customize it. It's possible to:
Give this role a title (20 characters tops).
Add a description to easily identify this role as you manage people (140 characters tops).
Define permissions for the people assigned to this role.
Mandatory roles
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.
📌 Only Super Admins can create custom roles. People in a custom role can't have the same permissions as the Super Admins.
Set permissions
People in a role have a set of permissions, which means the actions they can perform in your company.
To define permissions, select the options that correspond to those actions.
As you finish, click on Save.
The custom role will appear on the list of roles in your company.
You can manage a role and its permissions by clicking on the role's name.
Want to explore more? ✨
Join the Community to learn the many ways to create custom roles.
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