The People tab within Administration (
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 allowed organization email domain.
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.”
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 a special type of user account reserved for third parties, such as a contractor or consultant. 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.
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 invite a new employee
- Log in to the PI software.
- Click the gear icon (
) in the top-right of the navigation bar.
- You will land on the employee directory within the Administration page.
- Click the Invite users button.
- Enter the email address of the employee you’d like to add.
- Click the Add user button.
- (Optional) Repeat for any additional employees you’d like to add.
- Within the User product access section, select which access level you’d like to grant the employee(s) for each PI product.
- Choose whether to allow the employee(s) to activate premium PI features.
- 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:
- Search for the name or email of the employee whose details you’d like to edit.
- Click on the person’s name.
- You’ll land on a page titled Edit employee details.
- (Optional) Update the person’s name or email. (Note: You can only change an employee’s email to an allowed email domain.)
- (Optional) Update the person’s job title or manager data.
- (Optional) Add the person to a folder (e.g., New Hires), add their date of hire, or update their department.
- (Optional) Select the “Is a manager” checkbox, if applicable. (This grants access to certain manager-only features in Perform, such as access to Manager Assistant.)
- (Optional) Modify their admin permissions or product access levels.
- 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
Is there any limit on the number of employees I can invite/manage?
No—there is no limit on the number of users your organization can have.
Is it possible to resend a pending software invitation?
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 People tab within the Administration page.
4. Search for the name or email of the employee you’d like to reinvite.
5. Click the dots icon (
) to the right of the person’s information.
6. Select “Resend invitation.”
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 for the name or email of the employee you’d like to reinvite.
5. Click the dots icon (
) to the right of the person’s information.6. Select “Resend invitation.”
Likewise, is it possible to revoke an existing software invitation?
Yes, that’s also possible. 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. Search for the name or email of the employee whose software invite you’d like to revoke.
5. Click the dots icon () to the right of the person’s information.
6. Select “Revoke invitation.”
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 for the name or email of the employee whose software invite you’d like to revoke.
5. Click the dots icon (
) to the right of the person’s information.6. Select “Revoke invitation.”
I don’t see an option to invite an employee to Perform. Why?
Managing employee data
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.
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 and third-party users can edit an employee’s email address.
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 and third-party users 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.
Note: Only organization admins can upload an organization file.
How do I remove an employee from the directory?
To remove an employee from your directory, you can archive that employee.
Employee permissions
How do I modify an employee’s software permissions?
Third-party users
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.
Additional support
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