Beta
Pipefy Beta features
8 articles in this collection
Written by Claudia Bär
Written by Claudia Bär
Company members and permissions types
Control who can access your business information on Pipefy.
Written by Claudia Bär
Updated over a week ago
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
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
Updated over a week ago
Managing guest users
Add clients, suppliers, and individuals from other teams to your Pipefy account so they can access forms.
Written by Claudia Bär
Updated over a week ago
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
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
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
Updated over a week ago
What is Pipefy for guests?
Exclusive platform for guest users enables them to track requests and fulfill tasks in Pipefy.
Written by Claudia Bär
Updated over a week ago
Updated over a week ago