Pipefy Team

Send Emails More Securely and Easily Using Your Own SMTP Server

Natália Manffré

Ian Castelli

Susane Lenz

Check how to adjust company and user-level settings, along with managing roles and permissions.

General Settings

Customize your company's details in Pipefy.

How to modify company settings

Learn how to customize your company's account by adding a logo to Pipefy's header.

How to add a logo to your company's account

Choose what type and from which pipe you will receive notifications by email

How to customize your Pipefy's email notifications

Pipefy White Label: bring your company’s brand to the Pipefy environment

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Admin Panel (Alpha)

Company

Learn how to edit your profile information, notification preferences, personal access tokens, and more.

How to modify account preferences

How to reset your password

How to unblock your account

Users

Company roles and permissions

How to create custom roles

Easily import users and assign them to a role at once.

Assign people to roles in bulk

Learn about all the different pipe permission levels to manage information access.

Pipe roles and permissions

Pipefy AI - LLM

Meet the different types of users in Pipefy and manage permission levels.

Roles and Permissions

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

Find answers and get help from Intercom Support and Community Experts

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