Managing and inviting users

The People tab within Administration () lets you manage existing users, invite new employees, and set access levels.

Summary of user types

There are two different types of users: an employee and a third-party user.

How to invite a new employee

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 employee directory within the Administration page.
4. Click the Invite users button.

5. Enter the email address of the employee you’d like to add.
6. Click the Add user button.

7. (Optional) Repeat for any additional employees you’d like to add.
8. Within the User product access section, select which access level you’d like to grant the employee(s) for each PI product.

9. Choose whether to allow the employee(s) to activate premium PI features.

10. When finished, click Send invitations.

The employee(s) will receive an email inviting them to join the selected PI products.

Note: You can invite up to 20 employees at a time. Any access levels and activation permissions you assign will be applied in bulk to the employees you invite.

Looking to invite an employee to Perform? Learn how here.

How to edit an employee record

From the employee directory:

1. Search for the name or email of the employee whose details you’d like to edit.

2. Select the ellipsis button () on the right-hand side.
3. Click “Edit employee details.”

4. You’ll land on a page titled Edit employee record.
5. (Optional) Update the person’s name, email, job title, manager, and/or folder.

Note: You can only change an employee’s email to an allowed email domain.

6. (Optional) Modify their admin permissions or product access levels.

7. When finished, click Save changes.

Can I preview the invite email that employees receive?

The invitation email depends on which product(s) the employee was invited to join.

If an employee is invited to a single product, they will receive an invitation email specific to that product.

If an employee is invited to multiple products, they will receive an email with a quick summary of each of the selected products.

Here’s a preview of each invitation email:

Hire invitation email

Inspire invitation email

Design invitation email

Diagnose invitation email

Multiple PI products

Additional FAQs

Inviting employees

Editing employee records

Can I edit multiple employee records 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. You will land on the Employee directory within the Administration page.

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

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 job title).

8. When prompted, enter the updated information.

9. Click Save changes to confirm.

Is it possible to edit an employee’s email address?

Yes. You can edit an employee’s email address by editing their employee record.

Important: Updating an employee’s email address also updates their PI login credentials. If the employee is an existing software user, they will receive an email from PI notifying them about the change. 

If the employee isn’t a software user, they will not be notified about the change.

Only organization admins can edit an employee’s email address.

Can I edit employee email addresses in bulk?

Yes! To do so, upload an organization file with the new email addresses of any employees whose records you’d like to update. The software will update your employee directory accordingly.

Note: Only organization admins can upload an organization file.

How do I modify an employee’s access levels?

Learn how to modify employee access levels.

Third-party users

Additional support

• Toggling access for third-party users