Skip to main content

How do I become a third-party user?

Learn how to get added to an organization's account as a third-party user, so you can help them get the most value out of PI.

Updated over 2 months ago

This article applies to PI Certified Partners, as well as organization admins and product admins in the PI2 platform.

If you're working with an organization as a third-party, you'll likely want to be added to their account as a third-party user ("TPU"). Once added, you'll be able to navigate the PI software from that organization's perspective.

To become a third-party user, there are a few prerequisites that must be met. In this article, we'll walk through these requirements step by step.

Important: The following steps require help from an existing organization admin or product admin. Feel free to share this article with them if/where needed.

What are the steps to getting third-party user access?

There are 4 steps that must be taken to get you third-party access:

Step 1 (to be taken by the third party):

  • The potential TPU must have an existing PI software account. (For PI Certified Consultants, this will likely be through a PI Seller account. For other third parties, this may require creating a PI account from scratch.)

Step 2 (to be taken by the organization):

  • When submitting this request, the organization contact should specify:

    • The third party's name

    • Their business or firm name

    • The email they used to create their PI account

Step 3 (to be taken by PI's support team):

  • PI's support team will then add the third party to the organization's TPU list.

Note: Once the third party has been added to the TPU list, organization admins will receive an email notifying them that the TPU has been added.

Step 4 (to be taken by the organization):

  • The TPU will now show up in the organization's TPU list; however, their access will default to "off." To officially grant access to the TPU, an organization admin must toggle the TPU's access "on."

Tip: TPU access can be toggled on/off by an organization admin at any time.

What access do I have as a third-party user?

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

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

Important: When you're added to an organization's account as a TPU for the first time, your access automatically defaults to "off."

This default can be toggled "on" by an organization admin at any time.

FAQs

Are PI Certified Partners automatically added as a TPU for a client organization?

Yes. PI Partners are automatically added as a TPU, provided they are the listed as the Account Owner for the organization in Force BC. (If they are not, the client will need to manually request TPU access on the partner's behalf.)

In either case, TPU access will default to "off." An organization admin will need to toggle access "on" before a partner can begin to view their software instance.

I've been added as a TPU but don't have access. What now?

Reach out to a client contact and ask them to toggle your access "on."

I'm a PI Partner with multiple client organizations. How do I hop between different PI instances?

Learn more about viewing different organization accounts.

I'm not a PI Partner but would like to be added as a TPU for an organization. How?

If you don't already have a PI account, the fastest way to become a TPU is to create your own software account.

Important: When creating an account, use your own business email, not an email associated with the organization you're contracting or consulting with.

After you've created an account, ask an admin from the organization in question to submit a ticket with our support team. In their ticket, the admin should specify your name, your business or firm, and the email you used to create your PI account.

Once we've reviewed the request, we'll add you as a TPU to their account. (An organization admin will then have to toggle your access "on".)

Additional support

Did this answer your question?