Beta

Pipefy Beta features

7 articles in this collection
Written by Claudia Bär

Company members and permissions types

Control who can access your business information on Pipefy.

Written by Claudia Bär
Updated over a week ago

Add new members to your company's account

Learn how to invite people to access Pipefy and join your processes.

Written by Claudia Bär
Updated over a week ago

Allow Company Guests to create pipes

Give your employees autonomy and centralize processes in a single place.

Written by Claudia Bär
Updated over a week ago

Managing guest users

Add clients, suppliers, and individuals from other teams to your Pipefy account so they can access forms.

Written by Claudia Bär
Updated over a week ago

Sharing forms with guests

Allow customers, suppliers, and people from other teams to open cards in a pipe.

Written by Claudia Bär
Updated over a week ago

Differences between Company Guest and External Guest

Learn which permission level you should give to your stakeholders.

Written by Claudia Bär
Updated over a week ago

How to make and track requests in Pipefy

Here is how to create and keep an eye on your orders, requests, or tickets statuses.

Written by Claudia Bär
Updated over a week ago