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Roles and Permissions
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