Account Managing

Learn about user settings, members, permissions and more

Isabelle Wuilleumier avatar Lana Fidelis avatar Isabela Saciotti avatar +1
20 articles in this collection
Written by Isabelle Wuilleumier, Lana Fidelis, Isabela Saciotti and 1 other
Members and Permissions

Assign people to roles in bulk

Easily import users and assign them to a role at once.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated this week

Company roles and permissions

Define roles and set up permissions for people that engage with your company in Pipefy.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated this week

Add new members to your company's account

Learn how to invite people to access Pipefy and join your processes.
Claudia Bär avatar
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.
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Written by Claudia Bär
Updated this week

Managing guest users

Invite and manage customers, suppliers and people from other teams to engage with your company.
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Written by Claudia Bär
Updated this week

Sharing forms with guests

Allow customers, suppliers, and people from other teams to open cards in a pipe.
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Written by Claudia Bär
Updated over a week ago

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

Differences between Company Guest and External Guest

Learn which permission level you should give to your stakeholders.
Claudia Bär avatar
Written by Claudia Bär
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.
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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.
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Written by Claudia Bär
Updated over a week ago

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

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

How to delete Members from a company's account

Learn how to remove team members from your company in Pipefy.
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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.
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Written by Claudia Bär
Updated over a week ago