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Go to Pipefy Team
Academy
Community
Português do Brasil
English
;
English
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Roles and Permissions
Roles and Permissions
Meet the different types of users in Pipefy and manage permission levels.
B
By Graziela and 2 others
3 authors
21 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
Groups of users in Pipefy: easily manage 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