This article applies to all Design users in the PI2 platform.
Creating a team is the first step in unlocking insights about your teammates. Learn how to create a team in this article.
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. (Optional) Provide some details about your team structure and goals.
7. Under “Team member software access,” select whether you’d like to restrict or grant access to the software when adding team members. (If you’d like to keep this data private, we recommend restricting access.)
8. 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 behavioral insights. If you’ve already taken the BA, you can provide your Behavioral Score ID to replicate your results.
FAQs
Is there a limit to the number of teams I can create?
Is there a limit to the number of teams I can create?
No. Design users can create unlimited teams.
Is there a limit to the number of people I can add to a team?
Is there a limit to the number of people I can add to a team?
Yes. To ensure smooth technical performance and accurate behavioral insights, we've limited the number of team members to 50 people per team.
How do I delete a team?
How do I delete a team?
Additional support