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Account Managing
Account Managing
Learn about user settings, members, permissions and more
+1
20 articles in this collection
Written by
Isabelle Wuilleumier,
Lana Fidelis,
Isabela Saciotti
and 1 other
Account
How to modify company settings
Customize your company's details in Pipefy.
Written by
Claudia Bär
Updated over a week ago
How to add a logo to your company's account
Learn how to customize your company's account by adding a logo to Pipefy's header.
Written by
Isabelle Wuilleumier
Updated over a week ago
How to cancel a Pipefy subscription
Find information about contract termination and what happens to your account after you cancel your plan.
Written by
Claudia Bär
Updated over a week ago
Manage your work in Pipefy
Easily follow up your activities with a list organized by deadlines.
Written by
Isabelle Wuilleumier
Updated over a week ago
How to modify User Settings
Learn how to edit your profile information, notification preferences, and personal access tokens.
Written by
Claudia Bär
Updated over a week ago
Customize your Pipefy's Email Notifications
Choose what type and from which pipe you will receive notifications by email
Written by
Lana Fidelis
Updated over a week ago
Members and Permissions
Assign people to roles in bulk
Easily import users and assign them to a role at once.
Written by
Isabela Saciotti
Updated this week
Company roles and permissions
Define roles and set up permissions for people that engage with your company in Pipefy.
Written by
Isabela Saciotti
Updated this week
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
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
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
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
What are the different types of users in Pipefy?
Learn more about the different types of users in your company and in your pipes.
Written by
Isabelle Wuilleumier
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
Meet your Pipe's 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
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
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
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
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