Access levels

Understanding access levels

Access levels determine what actions you can perform within each product of the Predictive Index platform. 

User access levels can be viewed and managed via the gear icon () in the top-right of your navigation bar.

What are the different access levels?

Users can be assigned one of four access levels:

  • Limited: Restricted in what they can create, view, and edit
  • Full: Unrestricted in what they can create, view, and edit (PI Design and PI Diagnose only)
  • Admin: Full access; can promote/demote full and limited users
  • Organization admin: Full access; can promote/demote any user, including admins and other org admins

Access levels are set on a per-product basis. For example: If you’re subscribed to PI Hire and PI Design, it’s possible to be an admin in Hire and a limited user in Design.

Note: To streamline permissions, full access has been phased out of PI Hire and PI Inspire. In place of full access, we recommend you grant either limited access or admin privileges.

What are the default access levels for new users?

Here’s how access levels work by default:

  • The first user at your company to sign up for a specific PI product (and confirm their email) becomes an admin.
  • Any subsequent users will receive limited access by default.

How to modify access levels

  1. Log in to the PI software.
  2. Click the gear icon () in the top-right of the navigation bar. 
  3. You will land on the People tab within the Administration page.
  4. Search the name or email of the user whose access level you’d like to change.
  5. Select the user’s name. This will bring you to a screen titled Edit employee record.
  6. Within the Product access section, find the PI product(s) for which you’d like to modify access.
  7. Under Access level, click the drop-down and select the desired access level.
  8. Select Save changes.

Note: The organization admin is a special-case permission that must be enabled by an existing org admin.

To enable an organization admin:

  1. Follow steps 1 through 5 from the directions above.
  2. Within the Admin permissions section, select the checkbox “Make organization admin.”
  3. Select Save changes.

Access levels overview

Administration

Org adminAdminFull*Limited
Access to the “Employee directory”
Access to “Employee access settings”
Invite new employees
Edit employee information
Change a non-admin’s access level
Change an admin’s access level
Change your own access level
Change a non-admin’s ability to redeem credits,
activate teams, or invite co-workers
Change an admin’s ability to redeem credits,
activate teams, or invite co-workers

*Full access has been phased out of PI Hire and PI Inspire.

PI Hire

Org adminAdminLimited
Create a new job
View all jobs and candidates
Edit all jobs
Share all jobs
View a job you have View access to 
Edit a job you have Edit access to
Share a job that has been shared with you
Grant cognitive access✅*

*An organization admin must also be a cognitive admin to grant cognitive access. Cognitive access can be granted to any Hire user, who can then send and view any cognitive results.

PI Inspire

Org adminAdminLimited
View all co-workers
Invite co-workers✅*
Send bulk invites

*This is a default setting. Admins can toggle this permission from the Manage Users screen.

PI Design

Org adminAdminFullLimited
Create a new team
Edit a team you’ve created
View all teams
Edit all teams
Share all teams
View a team you have View access to
Edit a team you have Edit access to
Share a team that has been shared with you

PI Diagnose

Org adminAdminFullLimited
Create a new survey
View a survey you’ve created
Edit a survey you’ve created
View all surveys and results
Edit all surveys

FAQ

Is it possible to see every employee’s access levels at a glance?
Yes—you can easily find any employee’s access levels from the Employee access settings page.

To do so:

1. Log in to the PI software.

2. Click the gear icon () in the top-right of the navigation bar. 

3. You will land on the People tab within the Administration page.

4. Select Employee access settings on the left-hand side.

5. You’ll see a summary of every employee’s access levels.

Note: You must be an organization admin to view the Employee access settings page. 
Can I change multiple people’s access levels at once?
Yes. To do so:

1. Log in to the PI software.

2. Click the gear icon () in the top-right of the navigation bar. 

3. Click Employee Access Settings on the left-hand side.

4. Search for the name(s) or email(s) of the employees whose access you’d like to change.

5. Click the checkbox on the left-hand side of each person’s name.

6. Click the dropdown titled “Actions” above the top-most checkbox.

7. Select the bulk action you’d like to take (e.g., change Hire access).

8. When prompted, enter the updated information.

9. Click Save changes to confirm.
I don’t see full access in PI Hire or PI Inspire. Why? 
To streamline permissions, full access has been phased out of PI Hire and PI Inspire. 

In place of full access, we recommend you grant either limited access or admin privileges based on the following criteria:


PI Hire

Limited: (Recommended for hiring team.) Has access to Hire, but can only see Jobs shared with them.

Admin: (Recommended for recruitment team.) Has full visibility and edit access to all Jobs and Candidates.


PI Inspire

Limited: (Recommended for non-managers.) Can invite users, but can’t edit other users’ information or access.

Admin: (Recommended for managers.) Can invite users and manage user access.
I can’t view or edit a certain Job in PI Hire. How do I get access?
To view or edit a particular Job in PI Hire, you must either:

– Be given admin privileges by an existing admin. (This will let you view and edit all Jobs.)

– Ask an admin to share the Job with you with either View or Edit access. (This will only give you access to this particular Job.)

Additional support


Do you still need support? Contact us here.

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