This article applies to organization admins and product admins in the PI2 software.
There are 2 user types in the PI2 software: employee and third-party user. Learn the differences between these user types in this article.
What is an employee user?
An employee is any software user whose PI account email matches an allowed organization email domain.
An employee's software access is modular, meaning they can be granted (or revoked) access to one PI product, but not another. Both organization admins and product admins can manage software access for employees. Admins can set these access levels on a per-user basis.
Note: Hired a candidate using PI and want to create an employee account for them? You can do so by marking that candidate as "hired."
What is a third-party user?
A third-party user (TPU) is a special type of user account reserved for third parties, such as a contractor or consultant. Third-party users are granted the highest access level to all PI products your organization is currently subscribed to.
Only organization admins can manage software access for third-party users. As with employees, TPU access can be granted (or revoked) on a per-user basis. However, TPU access is not modular; it must be toggled either completely on or completely off. Learn more about third-party user permissions.
Note: You cannot manually add third-party users at this time.
FAQs
We recently hired "X" candidate. How do I give them PI software access?
We recently hired "X" candidate. How do I give them PI software access?
Candidates are not automatically converted to employees in PI2. Instead, you must first mark them as "hired" within the relevant job in Hire. Doing so will convert them from a candidate record to an employee record, after which you can grant them software access just like any other employee.
Additional support
Understanding access levels (for employees)
Toggling third-party access (for third-party users)