User management

Managing and inviting users

The People tab within the Administration page () lets you add new users, edit employee records, and set employee access levels for various PI products.

Summary of user types

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

Employee
An employee is any software user whose account email matches an existing organization domain. Put simply, this user type applies to any employee at your organization who registers for PI using their employee email.

When managing employees, you can set their access levels for each PI product your organization is subscribed to. You can set these access levels on both a per-user and per-product basis.

Note: Hired a candidate using PI and want to create an employee account for them? You can do so by marking that candidate as “hired.”
Third-party user
A third-party user is any software user who doesn’t share an email domain with your organization (such as a contractor or external consultant). When enabled, third-party users are granted the highest access level to all PI products your organization is subscribed to.

When managing third-party users, you can toggle their access either completely on or completely off. You can toggle third-party access on a per-user basis.

Note: You cannot manually add third-party users at this time.

Learn more about third-party user permissions.

How to add 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(es) of the employee(s) you’d like to add.
  6. Click the Add user button.
  7. Within the User product access section, select which access level you’d like to grant the employee(s) for each PI product.
  8. Select whether or not to allow the employee(s) to activate premium PI features.
  9. When finished, click Send invitations.

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.

How to edit an employee record

  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 or email of the employee whose details you’d like to edit.
  5. Select the ellipsis button () on the right-hand side.
  6. Click “Edit employee details.”
  7. You’ll land on a page titled Edit employee record.
  8. (Optional) Update the person’s name, job title, and/or manager.
  9. (Optional) Update the person’s access levels for specific PI products.
  10. When finished, click Save changes.

FAQs

Is there any limit on the number of employees I can add/manage?
No—there is no limit on the number of users your organization can have.
How do I remove an employee?
While you cannot outright delete an employee and their data, you can remove their software access.
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.
How do I modify an employee’s access levels?
How do I add/remove a third-party user?
You cannot manually add or remove third-party users at this time. To do so, please submit a support ticket.

FAQs


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