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Roles and Permissions
Roles and Permissions

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

Graziela Sabatini avatarBThais do Nascimento Pedro avatar
By Graziela and 2 others3 authors20 articles

Roles and permissions


What are the different types of users in Pipefy?
Company roles and permissions
Pipe roles and permissions
How to create custom roles

Invite people


How to accept an invitation to join Pipefy
Add new members to your company's account
How to invite members to a pipe
How to add a guest user

Manage people


How to delete members from a company's account
Database members and permissions

Guest users


Managing guest users
Differences between Company Guest and External Guest
Share forms with guests
How external users can join your process
Allow Company Guests to create pipes
How to make and track requests in Pipefy
How to create and keep track of your requests in Pipefy
How to complete tasks

Admin Dashboard


How the admin dashboard works
Assign people to roles in bulk
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