Design

Sharing a team

PI Design lets you share access to a team with other people in your organization, even if they don’t currently have a PI account.

How sharing works

Sharing with a PI user

When you share a team with an existing PI user, they will receive an email notification with a link to log in. That link will take them directly to the team you shared.

Note: You can only share a team with users whose access levels are at or below your own. 

Sharing with a non-PI user

When you share a team with a person who doesn’t use PI, they will receive an email notification inviting them to create a PI account. Once their account is created, they can then log in to see the shared team.

By default, they will be designated a Limited user, meaning they can only view and edit the team(s) that has been shared with them.

How to share a team

  1. Log in to the PI software.
  2. Select Design from the top navigation bar.
  3. From the Design home screen, select the ellipsis button () on the right-hand side of the appropriate team.
  4. Select “Share team.”
  5. A panel will appear titled “Share [team name].”
  6. Enter the email address(es) of the person(s) with whom you’d like to share the Team.
  7. Select the desired permission you’d like to grant: “View” or “Edit.”
  8. Click “Share team.”

Note: To grant another person edit access, you must have edit access to the team yourself. Otherwise, anything you share will default to view-only access.

How to remove a person’s access to a team

  1. Follow steps 1 through 5 from the “How to share a team” section above.
  2. Click the text “See who already has access to this team.”
  3. Search for the name or email address of the person whose access you’d like to remove.
  4. Under the Permission section, click the dropdown menu.
  5. Select “Remove access.”
  6. Your changes will save automatically.

Note: You can only remove a person’s access if you are the original creator of the team, a person with edit access to the team, or an Admin.

Only Limited users can have their access revoked from a team. To remove a Full or Admin user’s access, you must first change their access level.

How to change the owner of a team

  1. Follow steps 1 through 5 from the “How to share a team” section above.
  2. Click the text “See who already has access to this team.”
  3. Search for the name or email address of the person to whom you’d like to transfer ownership.
  4. Under the Permission section, click the dropdown menu.
  5. Select “Transfer ownership.”
  6. That person will become the owner of the team. Your changes will save automatically.

Note: You can only transfer ownership if you are an Admin or the existing owner of the team.

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