Pipefy Team

Graziela Sabatini

Bruna Griebeler

Thais do Nascimento Pedro

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

Roles and Permissions

Increase the security and control of your processes by adding users with the proper role.

What are the different types of users in Pipefy?

Company roles and permissions

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

Pipe roles and permissions

How to create custom roles

Roles and permissions

Click on the authenticated link received by email to access a company or pipe.

How to accept an invitation to join Pipefy

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

Add new members to your company's account

How to invite members to a pipe

Learn how to add users as guests in your company

How to add a guest user

Invite people

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

How to delete members from a company's account

Database members and permissions

Manage people

Invite and manage customers, suppliers and people from other teams to engage with your company.

Managing guest users

Learn which permission level you should give to your stakeholders.

Differences between Company Guest and External Guest

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

Share forms with guests

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

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

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

Guest users

How the admin dashboard works

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

Assign people to roles in bulk

Admin Dashboard

Academy

Community

Developers Hub

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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