This article applies to third-party users in the PI2 platform.
Third-party users ("TPUs") typically consist of external contractors working with an organization, members of a child or parent entity, or consultants who are trained to help implement PI. Because of this, a TPU will often have access to several different PI instances at the same time.
In this article, you'll learn how to hop between different organization or entity views as a third-party user.
Note: This article only applies to third-party users.
If you are an organization admin looking to enable (or disable) third-party access to your account, learn how to toggle access for third-party users.
How to view another organization or entity's PI account
As the third party user:
Log in using your PI credentials.
You'll land on the PI dashboard.
Click the dropdown in the top-right where it shows the current organization or entity name.
A dropdown menu will open containing a list of all organizations or entities you have access to see.
Select the organization or entity whose PI instance you'd like to switch to.
You will land again on the PI dashboard — only now, you'll be viewing the organization or entity you just selected.
From here, navigate to the specific PI product you'd like to view on behalf of this organization or entity. (The specific products available will depend on the organization's PI subscription.)
Note: PI will remember the last organization you viewed the next time you log in. As a best practice, we recommend heading back to your own "home" account before logging out.
FAQs
What is a third-party user?
What is a third-party user?
A third-party user is a special type of user account reserved for third parties, such as a contractor, consultant, or member of a parent/child entity. Third-party users are granted the highest access level to all PI products an organization is subscribed to.
I'm logged into the wrong organization view. Why?
I'm logged into the wrong organization view. Why?
PI will remember the last organization you viewed the next time you log in.
To get to the organization you'd like to view:
Click the dropdown in the top-right corner.
Select the organization whose PI instance you'd like to switch to.
Note: As a best practice, we recommend heading back to your "home" account before logging out.
I'm having particular trouble switching PI Perform instances. Why?
I'm having particular trouble switching PI Perform instances. Why?
PI Perform uses a different login portal than the other PI products. If you log in via this portal, you will land on the most previously viewed organization, even if you weren't previously in Perform.
To switch your Perform instance:
Click the "Switch" button in the top-left corner of Perform.
You will land on the main PI dashboard.
Click the dropdown in the top-right corner.
Select the organization whose PI instance you'd like to switch to.
Select "Perform" from the top navigation bar.
You will land back in Perform.
In the top-left corner, you should see the name of the organization you just selected.
You will now be able to navigate Perform from this organization's view.
I'd like to grant/revoke third-party access to my account. How?
I'd like to grant/revoke third-party access to my account. How?
If you are an organization admin looking to enable (or disable) third-party access to your account, learn how to toggle access for third-party users.