Account Managing

Learn about user settings, members, permissions and more

Isabelle Wuilleumier avatar Lana Fidelis avatar Claudia Bär avatar
19 articles in this collection
Written by Isabelle Wuilleumier, Lana Fidelis, and Claudia Bär
Members and Permissions

What are the different types of users in Pipefy?

Learn more about the different types of users in your company and in your pipes.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Meet your Pipe's members and permission options

Learn about all the different pipe permission levels to manage information access.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Company members and permissions

Explore all the different company permission levels/roles to manage information access
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

What is Pipefy for guests?

Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.
Claudia Bär avatar
Written by Claudia Bär
Updated this week

How to invite members to a pipe

Learn how to add new members to a pipe and define their permissions levels.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Invite members to your company

Add team members to your company in Pipefy so you can work together on your processes!
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

How to add a guest user

Learn how to add users as guests in your company
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Delete members from a pipe

Learn how to delete members from your Pipes here
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete Members from a company's account

Learn how to remove team members from your company in Pipefy.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How external users can join your process

Learn how clients, suppliers, and people who don't have a Pipefy account can be a part of your processes.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago