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 ellipses button () on the right-hand side of the appropriate Team.
4. A panel will appear titled “Share [Team Name].”
5. Enter the email address of the people you’d like to invite to the Team.
6. Select the desired permission you’d like to grant: “View” or “Edit.”
7. Click Share.

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 4 from the section above.
2. Select the cross () on the right-hand side of the person whose access you’d like to remove.

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.

Note: 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.

Additional support

• Editing a Team

---