Toggling access for third-party users

This article applies to organization admins in the PI2 platform.

The Third Party Users page lets you manage existing third-party users and their access permissions.

What permissions do third-party users have?

Third-party users are granted the highest access level to all PI products your organization is subscribed to. They can do everything a product admin can do, plus the majority of what an organization admin can do.

Here's a breakdown of the key differences between an organization admin and third-party user:

	Org admin	Third-party user
Access to "Employee Directory"	✅	✅
Send assessments to employees	✅	✅
Invite employees into the software	✅	✅
Access to "Employee Access Settings"	✅	✅
Configure organization settings	✅	✅
Manage billing details	✅	✅
Modify employee access levels	✅	✅
Remove employee software access	✅	✅
Edit all jobs, teams, and surveys	✅	✅
Transfer ownership of jobs, teams, and surveys	✅	✅
Anonymize employees	✅	⛔
Enable/disable third-party user access	✅	⛔
Promote/demote organization admins	✅	⛔
*(PI Hire only)* Be promoted to cognitive admin*	✅	⛔
*(PI Hire only)* Be granted cognitive access	✅	⛔

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

How to enable/disable third-party access

Log in to the PI software.
Click the gear icon () in the top-right of the navigation bar.
Select Third Party Users on the left-hand side.
Search for the name or email address of the person whose access you’d like to enable/disable.
Select/deselect the checkbox under the Access header.
(Optional) Repeat for additional users.
Click Save changes.

Note: You cannot manually add or remove third-party users at this time. To do so, please submit a support ticket.

FAQs

What is a third-party user?

Third-party user is a special user type intended for users outside of your organization (such as your PI consultant). When enabled, third-party users are granted the highest access level to all PI products your organization is subscribed to.

Can I customize third-party access by PI product?

Third-party access cannot be customized. When managing third-party users, you can toggle their access either completely on or completely off.

How do I add/remove a third-party user?

You cannot manually add or remove third-party users at this time. To do so, please submit a support ticket.

Can third-party users revoke access to specific jobs/teams?

By default, third-party users have "edit" access to all jobs and teams. As a result, a TPU 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.