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

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

PI Hire

*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

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

PI Design

PI Diagnose

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. 

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

• What is an organization admin?
• Enabling cognitive admins