Roles and Permissions

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

18 articles in this collection
Written by Isabelle Wuilleumier, Isabela Saciotti, and Claudia Bär

Roles and permissions

What are the different types of users in Pipefy?

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

Written by Claudia Bär
Updated over a week ago

Company roles and permissions

Define roles and set up permissions for people that engage with your company in Pipefy.

Written by Isabela Saciotti
Updated over a week ago

What are pipe members and permission options

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

Written by Isabelle Wuilleumier
Updated over a week ago

How to create custom roles

Create roles to manage people according to your company's rules.

Written by Isabela Saciotti
Updated over a week ago

Invite people

How to accept an invitation to join Pipefy

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

Written by Claudia Bär
Updated over a week ago

Add new members to your company's account

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

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.

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

Written by Claudia Bär
Updated over a week ago

Manage people

How to delete members from a company's account

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

Written by Isabelle Wuilleumier
Updated over a week ago

Database members and permissions

Learn how to define who can access and edit your databases.

Written by Claudia Bär
Updated over a week ago

Guest users

Managing guest users

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

Written by Claudia Bär
Updated over a week ago

Differences between Company Guest and External Guest

Learn which permission level you should give to your stakeholders.

Written by Claudia Bär
Updated over a week ago

Sharing forms with guests

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

Written by Claudia Bär
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.

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.

Written by Claudia Bär
Updated over a week ago

How to make and track requests in Pipefy

Here is how to create and keep an eye on your orders, requests, or tickets statuses.

Written by Claudia Bär
Updated over a week ago

Admin Dashboard

How an Admin dashboard works

Invite people, and manage their roles and permissions in one place.

Written by Isabela Saciotti
Updated over a week ago

Assign people to roles in bulk

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

Written by Isabela Saciotti
Updated over a week ago