Governance, credentials & audit trail — found from sitemap — Pipefy

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Facts read from this source

• Company roles Report an error

  “The predefined roles at the company level are: Super Admins Admins Members Company guests External guests”

• Pipe roles Report an error

  “Pipe admins Pipe members Ready only Restricted view”

• Database roles Report an error

  “Database admin Database member Ready only”

• Customizable permissions Report an error

  “The admin, member, and company guests have standardized permissions that can be adjusted in the admin dashboard. You cannot alter super admins' and external guests' permissions, however.”

• Active plan required admin dashboard Report an error

  “You need an active plan in your account to add people with different admin roles or use the admin dashboard.”

• Feature plan availability Report an error

  “🔐 Available on Business, Enterprise e Unlimited”

• Guests no charge Report an error

  “Company guests or external guests will not generate new charges.”

• Admin roles charged Report an error

  “Anyone you invite with the permission of super admin, admin, or member will become a user, which can cause charges.”

• Guest scope Report an error

  “Company guests and external guests cannot be part of pipes or databases. People with these roles can only open requests through the start forms you share with them.”

• Mobile guest requests Report an error

  “Guests can open requests via phone or tablet in our mobile app.”

• Company permission matrix Report an error

  “Invite people ✅ ✅ ❌ ❌ ❌”

• Company permission reports Report an error

  “Create company reports ✅ ✅ ✅ ❌ ❌”

• Permission create pipes Report an error

  “Create pipes ✅ ✅ ✅ ❌ ❌”

• Permission create databases Report an error

  “Create databases ✅ ✅ ✅ ❌ ❌”

• Permission automations Report an error

  “Access, create, edit, and delete automations ✅ ✅ ✅ ❌ ❌”

• Permission AI agents Report an error

  “Access, create, edit, and delete AI agents ✅ ✅ ✅ ❌ ❌”

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