Transferring ownership

Any organization admin can transfer items (i.e., jobs and teams) from one PI user to another.

How to transfer items

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 with items to transfer.
5. Click the dots icon () to the right of the person’s information.
6. Select “Transfer items” from the dropdown options.

1. A menu titled “Transfer items” will open.
2. Enter the name(s) or email(s) of the person(s) to whom you’re transferring ownership.
3. Click Transfer items.

Note: The Administration page only allows you to transfer items in bulk.

FAQ

Additional support

• Removing employee software access
• Importing organization data