How do you ensure data security and also authorisation/role management to ensure people can only see what they need to as part of a workflow?
Hello Nigel.
We value Pipefy's safety from development to hiring our suppliers and employees. We follow the best security practices on the market, and we work with the best and better vendors, and all of them follow and have specific security certifications that prove to us that our environment is fully secured.
You can view and manage the permissions of all members of your company in your company 'members' section. Each process’s permissions can be managed separately, allowing you to choose who will have access to each of your process and how much access they'll have within each of them
Pipefy currently offers different types of users roles (Admin, Member, Restricted View…) and permissions on different levels (Organization, Process, Database…).
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