Adding team members

PI Design lets you add or remove users on a team you have created or have access to edit.

How to add users to a team

1. Log in to the PI software.
2. Select Design from the top navigation bar.

3. Select the relevant team from the Design home screen.

4. Within the panel titled “Team members,” select either button that appears: “Add team members” or “Edit team members.”

5. Under “Send invitations,” enter the email address of the person you’d like to invite to the team.

6. Confirm by clicking “Add team member.”
7. Repeat as needed for additional team members.

What happens next depends on whether the team member(s) you added have completed the PI Behavioral Assessment.

• If the team member(s) has taken the assessment, they will immediately be plotted on the Team Map based on their behavioral results. 
• If they haven’t taken the assessment, they will be sent an email prompting them to do so. Once they’ve completed the assessment, they will be plotted on the Team Map based on the results.

How to remove a user from a team

1. Follow steps 1 through 4 from the section above.
2. Under “Team Members,” select Remove next to the name/email address of the user you’d like to remove.

FAQ

Why can’t I remove people from my team?

Only the original creator of the team, a user with edit access to the team, or an Admin can remove another person.

Will the team members I add be able to see this team?

The answer depends on which “Team member software access” setting you selected when creating a team.

If you selected “Restrict access & notifications,” team members you add will not be notified or given access to the team.

If you selected “Invite & notify team members,” team members you add will be invited to the PI software and given access to view the team.

I’m unsure whether I restricted team access or not. How do I tell?

If you are unsure which team access option you selected, here’s how to tell:

1. Click the pencil icon () next to the team’s name.

2. Under “Team member software access,” you can see which option is selected.

I previously restricted team access. Can I change that setting?

Users cannot change the “team member software access” setting once chosen. If you’d like to grant access to a team that’s currently restricted, we recommend creating a new team.

I don’t see “Team member software access” in my team settings. Why?

This setting was added to Design in November 2024, and cannot retroactively be set for a team created prior to that date.

Any team that predates this setting is automatically set to following: “Invite & notify team members.” This was the default behavior for all teams prior to November 2024. (In other words, existing teams will function exactly as they did before.)

If you would like to restrict access to your team, we recommend creating a new team.

How do I delete a team?

Design does not currently allow you to delete a team. Instead, we encourage you to update your team(s) as new team members enter or exit, and as your team dynamics shift.

Additional support

• Understanding access levels
• Sharing a team