Removing employee software access

Want to remove a person’s software access? Organization admins can do so from the Administration page.

How to remove an employee’s software access

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 dropdown box titled “Current employees.”
5. Select Employees with user accounts from the options.
6. Search for the name or email of the employee whose access you’d like to revoke.
7. Click the dots icon () to the right of the person’s information.
8. Select Remove software access from the options.

The following steps depend on whether or not the employee owns existing items (e.g., jobs, teams).

If the employee doesn’t own items:

1. A confirmation message will appear.
2. Click Revoke.

If the employee does own items:

1. A message will appear asking you to transfer ownership.
2. Click Transfer items.
3. A menu titled “Transfer items” will open.
4. Enter the name or email of the person to whom you’re transferring ownership.
5. Click Transfer items.
6. The items will be transferred, and the employee will have their software access revoked.

FAQ

Does revoking an employee’s software access also delete their data?

No. Revoking an employee’s access will remove them from your list of current employees, but you can view their data—and restore their access—at any time.

How do I restore an employee’s software access?

To restore an employee’s software access:

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 dropdown box titled “Current employees.”

5. Select Employees with revoked software access from the options.

6. Search for the name or email of the employee whose access you’d like to restore.

7. Click the dots icon () to the right of the person’s information.

8. Select Restore software access from the options.

I don’t see an option to revoke/restore software access. Why?

You must be an organization admin to revoke or restore employee software access. To become an admin, ask an existing admin to upgrade your access level.

How do I transfer individual items to different people?

The Administration page only allows you to transfer items in bulk. To transfer individual items, do so from the “share” panel within PI Hire or PI Design.

– PI Hire: Transfer a job
– PI Design: Transfer a team

Additional support

• Transferring ownership
• Importing organization data