Pipefy Team

Susane Lenz

Users Management

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

Add new members to your company's account

Learn how to remove team members from your company in Pipefy.

How to delete members from a company's account

Groups of users in Pipefy: easily manage permissions

Groups and users provisioning in Pipefy

How to add members to a pipe

Learn which permission level you should give to your stakeholders.

Differences between company guest and external guest

Learn how clients, suppliers, and people who don't have a Pipefy account can be a part of your processes.

How external users can join your process

Manage guest users

Learn how to add users as guests in your company

How to add a guest user

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

Share forms with guests

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

Allow company guests to create pipes

Guest Users Management

Academy

Community

Developers Hub

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