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Pipefy Groups into Pipes

  • December 8, 2023
  • 5 replies
  • 96 views
Pipefy Groups into Pipes
Lais Laudari

Now with User groups the permission setting is way easier. You can create User groups and add those groups into pipe with Roles!

Job to be done:
    - Segregate users into different user groups to map users by Cost Center;
    - Ability to add and remove multiple users into a pipe;
    - Ability to add a single user into multiple pipes with the correct role with only one interaction;
    - Excelent for governance, and for IT personas;
    - Excelent for onboarding and employee movements;

How it works? The users inside those groups will respect the role setup to those groups.also, users are now allowed to have multiple roles into a single pipe.
So if you want to add someone as pipe admin, but this person is already a pipe member through a user group, you can add this person directly as pipe admin and the most permissive role will be the valid one!

Use case (examples):
    - A new hire for Finance area, can be added into Finance group, and all workflows and form acess will be granted to this user.
    - Someone move from a different area and need to be removed from all the previous areas pipes and be added to the new area pipes with only 2 interactions.
    - Using new feature HTTP Request Automation, to automate onboarding adding users to groups (org/pipes) without needed giving permission to everyone into groups page.

 

💡Groups are now valid options to add into a Pipe add users to group query available into our public API.

🎓Learn more about it here

5 replies

marcosmelo
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  • Legend
  • 1466 replies
  • December 8, 2023

Very good!


antonio-nykael
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  • Brainy
  • 75 replies
  • December 8, 2023

Umas das coisas que mais gosto no (na?) Pipefy, são as contantes novidades!


Ezequiel Souza
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  • Legend
  • 1034 replies
  • December 11, 2023

👍👍


Ezequiel Souza
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  • Legend
  • 1034 replies
  • January 15, 2024

Hi 

I’m using the groups, but there some functionalities that could be very helpful:

  1. Sort the column Groups and People in alphabetical  (A-Z or Z-A)
  2. Inside of groups to permit to see the people in alphabetical  (A-Z or Z-A)
  3. There is a button to export list to .xlsx

I hope that these could be implemented soon

Thanks​​


ricardogccouto
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  • Inspiring
  • 10 replies
  • January 16, 2024

Now we need this feature to be added to databases as well.