Account Managing

Learn about user settings, members, permissions and more

Isabelle Wuilleumier avatar Lana Fidelis avatar Claudia Bär avatar
19 articles in this collection
Written by Isabelle Wuilleumier, Lana Fidelis, and Claudia Bär
Account

Company

In Pipefy, your company encompasses all your processes, databases, team members, etc.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to modify company settings

Learn how to edit your company's name and logo on Pipefy, plus other settings.
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Written by Isabelle Wuilleumier
Updated over a week ago

Customize your company header with your logo

Learn how to customize your company header to replace Pipefy's logo with your own
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Written by Isabelle Wuilleumier
Updated over a week ago

How to delete a company?

Learn here how to delete your company. However, keep in mind that this is not going to cancel your subscription automatically.
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Written by Isabelle Wuilleumier
Updated over a week ago

How to enable/disable email notifications

Learn how to set up your email notifications to choose which of your pipe's updates you want to receive in your email
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Written by Isabelle Wuilleumier
Updated over a week ago

How can I cancel my Pipefy account?

Learn how to cancel your subscription here
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Written by Isabelle Wuilleumier
Updated over a week ago

My tasks

Make the most of your time by easily keeping track of all your tasks in a neatly organized list view
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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.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Notifications

Choose what notifications you want to receive by email
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago
Members and Permissions

What are the different types of users in Pipefy?

Learn more about the different types of users in your company and in your pipes.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
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.
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Written by Isabelle Wuilleumier
Updated over a week ago

Company members and permissions

Explore all the different company permission levels/roles to manage information access
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Written by Isabelle Wuilleumier
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.
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Written by Isabelle Wuilleumier
Updated over a week ago

Invite members to your company

Add team members to your company in Pipefy so you can work together on your processes!
Lana Fidelis avatar
Written by Lana Fidelis
Updated over a week ago

How to add a guest user

Learn how to add users as guests in your company
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Delete members from a pipe

Learn how to delete members from your Pipes here
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to delete members from a company?

Learn how to remove team members from your company in Pipefy
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How can I have non-members of my pipe collaborating on my processes?

Getting your team members to collaborate in your processes is easy but how can you interact with users external to Pipefy?
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Written by Isabelle Wuilleumier
Updated over a week ago