Creating a Team

Creating a Team is the first step in unlocking insights for your team.

How to create a Team

1. Log in to the PI software.
2. Select Design from the top navigation bar.
3. You will land on the Design home page.
4. Click the Create New Team button.
5. Enter a team name.
6. Fill out the optional fields.
7. Click Create Team to confirm.

If this is your first time creating a Team, you will be presented with a brief onboarding experience. You will also be prompted to take the PI Behavioral Assessment (BA).

Note: Taking the Behavioral Assessment is required for you to view your own person insights. If you’ve already taken the BA, you can provide your Behavioral Score ID to replicate your results.

FAQ

Additional support

• Editing a Team
• Sharing a Team