Adding team members

This article applies to all Design users in the PI2 platform.

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

Log in to the PI software.
Select Design from the top navigation bar.
Select the relevant team from the Design home screen.
Within the panel titled “Team members,” select either button that appears: "Add team members" or "Edit team members."
Under “Send invitations,” enter the email address of the person you’d like to invite to the team.
Confirm by clicking "Add team member."
Repeat as needed for additional team members.

Important: When entering a team member's email, wait a few seconds. If there are any existing people who match that email in the PI system, they will appear underneath (along with their Reference Profile, if they've previously taken the Behavioral Assessment).

If there are no matching records, the email you appeared will re-appear underneath, without a name or Reference Profile. Click it, and you'll be asked to create a new record in the PI system for this person.

Enter their first and last name, then hit "Add team member." Doing so will create a new record in the system.

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

From the team page:

Within the panel titled “Team members,” select either button that appears: "Add team members" or "Edit team members."
Under “Team Members,” select Remove next to the name/email address of the user you’d like to remove.

FAQs

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.

I added "X" person to a team but they're not showing up on the Team Map. Why?

If the team member wasn't immediately populated on the Team Map when you added them, it means they haven't taken the PI Behavioral Assessment.

The moment you added them to the team, they should have received an email from <[email protected]> with the following subject line: "Take the PI Behavioral Assessment." Once the team member completes the BA (or enters their BSID, if they've taken it before), their results will be added to their record in Design, and they will show up on the Team Map.

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?

Learn how to delete a team here.

Certain team members are depicted with a checkered pattern. Why?

A checkered pattern on the Team Members panel denotes someone external to your organization, such as a potential candidate, a contractor, or your PI consultant.

You can plot and color code these individuals just like any other team member at your organization; the checkered pattern exists to help you keep track.