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Adding or overriding organization domains

Learn how to add organization email domains within The Predictive Index, so employees with associated emails can log in or take assessments.

This article applies to organization admins and third-party users in the PI2 software.

The Organization Domains page lets organization admins add and manage email domains associated with their company’s PI subscription.

Org admins can also enable the ability to override these domains and add people whose emails do not match your "allow list."

Note: Overriding your allow list is the only way to add non-allowed emails to the PI software.

What is an organization domain?

Your organization's email domains control what email addresses at your company are allowed to receive PI software access or assessment invites. If your domain is acme. com, only emails under that domain ([email protected], etc.) can have PI data.

By default, your organization has a single domain enabled: your primary domain. By adding additional domains, you can broaden the list of allowed emails associated with your company.

Note: There is no functional distinction behind your "primary" domain other than it being the first domain your org used to sign up for PI. If you add secondary domains, they will function identically to your primary domain.

How do I view my existing domains?

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. Click the Organization Settings tab.

5. Select Organization Domains on the left-hand side.

6. You will see your primary domain, along with any additional domains.

How to add an organization domain

From the Organization Domains page:

1. Click the button titled “Add Another Domain.”

2. Enter the intended domain.

3. Click "Save Changes" to confirm.

Note: Allowable email domains are restricted to business domains associated with your organization. If you would like to add employees whose emails don't match an allowed domain, you can do so by overriding your allow list.

How to remove an organization domain

From the Organization Domains page:

  1. Find the domain name that you'd like to remove.

  2. Click the trash bin icon next to that domain name.

  3. Click the "Save changes" button to confirm.

  4. The domain will be removed from your list of allowed domains.

Overriding your allow list

If your employees exclusively use business emails, you can ensure they all have access to PI by adding your organization domains.

However, if you have employees who don't use emails associated with your business (e.g., freemail), you can enable the ability to add them by overriding your allow list.

How to enable the override

From the Organization Domains page:

  1. Scroll down to the section titled "Override Allowable Organization Domains."

  2. Enable the checkbox.

  3. Click "Save changes" to confirm.

Adding non-allowed emails

By overriding your allow list, organization admins and third-party users will be able to add non-allowed emails from three places:

The Administration page

Org admins and TPUs can add non-allowed emails via Administration in one of two ways:

1. By clicking the "Invite Users" button and following the invitation process.

2. By clicking the "Upload Org File" button and following the upload process.

Note: Only org admins and third-party users can send assessments or software invites to employees with non-allowed emails.

The PI dashboard

Org admins and TPUs can also add non-allowed emails via the "Send the Behavioral Assessment" widget on the PI dashboard.

Here, you will be able to enter a non-allowed email when sending the PI Behavioral Assessment to an employee.

Note: Only org admins and third-party users can send assessments to employees with non-allowed emails.

PI Inspire

The final place org admins and TPUs can add non-allowed emails is via Inspire.

First, click the "Send Assessment" button on the Inspire homepage.

You'll land on the "Manage Employees" tab. Click "Send Assessment" again.

A panel titled "Send Assessment" will open. Here, you will be able to enter a non-allowed email when sending the PI Behavioral Assessment to an employee.

You can also send software invitations to these individuals from the Manage Employees page.

Note: Only org admins and third-party users can send assessments or software invites to employees with non-allowed emails.

FAQ

General questions

Why is the top-most domain greyed out?

That is your primary domain. This domain was enabled when your organization first signed up for The Predictive Index.

Is there a functional difference between our primary domain and any secondary domains?

No. The distinction of a "primary" domain exists mainly to inform you as to which domain your organization used when signing up for The Predictive Index. Otherwise, it operates the same way as any subsequent domains you add.

Is it possible to change our "primary" domain?

As mentioned above, there is no functional reason to change your primary domain. As such, there's no direct way in the software to do so.

That said, if you do decide you'd like a particular domain to show as your "primary" one, here's a workaround you can perform:

  1. Delete the top-most domain until your preferred primary domain is at the top of the list.

  2. Click the "Save changes" button to confirm.

  3. You will see a message titled "Update successful." Up top, you will see your desired primary domain.

  4. Click "Add Another Domain" and re-add all the domains you just deleted.

  5. Click "Save changes" one more time.

Your primary domain will now be at the top of the list, and all other domains will remain unchanged.

Note: You must hit "Save changes" after removing the domains before you can re-add those same domains. If you attempt to remove the domains and re-add them without hitting save in between, the system will not recognize the change (and thus won't let you save changes).

Is there a limit to the number of domains I can register?

Your organization can have 20 domains registered at once.

Can I register free domains such as gmail.com or outlook.com?

You can only register domains that are associated with your organization. However, you can add employees with free domains by doing the following:
​
1. Override your allow list.
2. Invite these employees via Administration.

How do I change my primary domain?

To change your primary domain, please reach out to our support team.

Do these domains apply to all PI products?

Yes. Any domains you add will apply to all 5 PI products:

  • Hire

  • Inspire

  • Design

  • Diagnose

  • Perform

In what scenarios would I want to enable domain override?

The domain override is a helpful setting to enable if your organization plans on doing any of the following:

  • Sending the PI Behavioral Assessments to employees via their personal email address (e.g., freemail).

  • Sending the PI Employee Experience Survey ("XP Survey") and/or PI pulse surveys to employees via their personal email.

  • Inviting employees to use the PI software via their personal email.

Note: By default, assessments can be sent to candidates in Hire regardless of their email address. If you're exclusively sending assessments to candidates, you likely do not need to enable your domain override.

Troubleshooting

I'm having trouble inviting users to a specific PI product. Why?

Before inviting users to a PI product, make sure you've first added their email domain(s) to your organization's allow list via the Organization Domains page.

I enabled the override, but other users say they cannot add non-allowed emails. Why?

The override enables organization admins and third-party users to add non-allowed emails. All other users (product admins, limited users, etc.) must still abide by your email allow list when inviting employees or sending assessments.

Upgrade help

Do allowed organization domains from Legacy PI carry over when upgrading to PI2?

When upgrading from Legacy PI to PI2, your primary domain, plus any domains utilized by Account Owners/Account Admins from Legacy PI, will transfer over automatically. However, any additional organization domains from the previous software must be manually added again in PI2.

Additional support

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