What is an organization admin?

This article applies to organization admins in the PI2 platform.

Organization admin is the highest access level available within the Predictive Index platform.

Organization admin permissions

Organization admin has admin-level permissions across all PI products, as well as the following exclusive privileges:

	Org admin	Product admin	Limited	No access
Configure organization settings	✅	⛔	⛔	⛔
Manage billing details	✅	⛔	⛔	⛔
Promote or demote admins (and other org admins)	✅	⛔	⛔	⛔
Edit all jobs, teams, and surveys	✅	⛔*	⛔	⛔
Transfer ownership of jobs, teams, and surveys	✅	⛔	⛔	⛔
Upload an organization file	✅	⛔	⛔	⛔
Bulk-send the Behavioral Assessment to employees (done via org upload)	✅	⛔	⛔	⛔
Edit employee details (e.g., name, email address, job title)	✅	⛔**	⛔	⛔
Archive employees / View archived employees	✅	⛔	⛔	⛔
Anonymize employee records	✅	⛔	⛔	⛔
*(PI Hire only)* Be promoted to cognitive admin***	✅	⛔	⛔	⛔
*(PI Hire only)* Promote or demote other cognitive admins	✅	⛔	⛔	⛔

*Product admins have edit-all access only for their specific PI product. (Example: A Hire admin can edit all jobs, but not all teams.)

**The ability to edit employee details is off by default, but can be toggled on by an organization admin.

***Cognitive admins can view and send cognitive data. They can also grant cognitive access to any employee in Hire.

Who is my organization admin?

Organization admin is assigned to the first user in your company (based on email domain) to create a software account and verify their login email. This status is assigned automatically and allows for unrestricted access to the software and user access levels.

To view your current organization admin(s):

Log in to the PI software
Click the gear icon () in the top-right of the navigation bar.
You will land on your employee directory in Administration.
Select "Employee Access Levels" on the left-hand side.
You will land on your Employee Access Levels page. Here, you will see a list of every employee's access levels at your organization.
At the top of this list, you will see a list of all organization admins. (The checkbox under "Organization Admin" will be selected and greyed out.)

Note: You must be a product admin or higher (i.e., an existing organization admin) to view the Employee Access Levels page.

How to promote/demote an organization admin

Log in to the PI software
Click the gear icon () in the top-right of the navigation bar.
You will land on the People tab in Administration.
Search the name or email of the employee whose access level you’d like to change.
Select the employee's name.
This will bring you to a screen titled Edit employee details.
Scroll down to the section titled "Admin permissions."
Select/deselect the checkbox “Make organization admin.”
(Optional) Select/deselect the checkbox “Make cognitive admin.”
Select Save changes.

Note: When an organization admin is demoted, their permissions will revert to their product-specific access levels.

Important: Only an existing organization admin can promote or demote other org admins.

FAQs

I'm looking for my organization admin(s) but don't have access to view them. What do I do?

If you're a non-admin, you can find the name(s) of your current org admin(s) by opening the Welcome Guide in the top-right corner of your screen, denoted by a book icon.

You will see a list of org admins directly under the introductory paragraphs.

Exception: The Welcome Guide only appears if your organization recently upgraded from the legacy version of the PI software.

If you aren't an admin and can't see the Welcome Guide, we recommend reaching out to your internal IT team for further assistance.

Can organization admins revoke access to specific jobs/teams?

By default, organization admins have "edit" access to all jobs and teams. As a result, an org admin can revoke an employee's access to a particular job or team.

Note: Only limited users can have their access revoked from a job or team.

We have a single org admin, but would like to make someone else an org admin. How?

Your existing organization admin would have to first promote someone else to the org admin role. (This will not affect their own access. You can have as many org admins active as you'd like, though we recommend using caution when promoting org admins.)

We have a single org admin, and they're no longer with the company. What now?

If your sole organization admin is no longer with your company, please reach out to our support team.

I'm trying to make someone an org admin, but the "Make an organization admin" checkbox is greyed out. Why?

If the "Make an organization admin" option is greyed out, there's 2 possible reasons why:

You're not an organization admin.
The person in question doesn't have PI software access.

Scenario #1: You're not an organization admin.

Only an existing organization admin can grant org admin permissions.

To verify whether you have org admin privileges, search for your name on the "Employee Access Settings" page.

If the checkbox under "Organization Admin" isn't checked next to your name, it means you don't have organization admin privileges.

How to solve: If you don't have org admin privileges, you'll need to request that an existing org admin makes these changes on your behalf.

Scenario #2: The person doesn't have PI software access.

You can only modify an employee's permissions when they have an existing PI software account.

To verify whether this scenario applies to the employee in question, check the top of their "Edit employee details" page.

If you see a message that says "Software access is required to edit user permissions," it means you need to first invite this person to the software.

How to solve: Invite the user to the PI software, then return to the "Edit employee details" page and grant them organization admin privileges.