Jobs

Sharing a job

PI Hire users can share access to jobs with other existing users, as well as those not yet in the software.

Here is how sharing works by access level:

  • Admins can view, edit, and share all jobs. 
  • Limited users can only view, edit, or share jobs that have been shared with them. 

How to share a job

  1. Log in to the PI software.
  2. Select Hire from the top navigation bar.
  1. From the Hiring Center, select the job you’d like to share.
  1. Click “Share” to the right of the job name.
  1. A panel titled “Share [job name]” will appear, showing all existing users with access to the job.
  2. Enter the email address(es) of the person(s) with whom you’d like to share the job.
  3. Select the desired permission you’d like to grant: “View” or “Edit.”
  4. Click “Share job.”

Existing users will receive an email notification with a link to log in. That link will take them directly to the job shared.

New users will get an email notification to create an account. Once the account is created, they can then log in to see the shared job. (These users will be given limited access by default.)

Permissions and exceptions

To grant Edit permission, users must first have Edit permission. The 2 types of users who can give Edit permission are:

  1. Admins
  2. Limited users who have been shared the job with Edit permission

This means that:

  • Users with View permission can only give View permission.
  • Users with Edit permission can give either Edit or View permission.

Note: A user with Edit permission can upgrade any user from View to Edit permission (including limited users) for this particular job.

How to remove access to a shared job

  1. Follow steps 1 through 5 from the “How to share a job” section above.
  2. Click the text “See who already has access to this team.”
  1. Search for the name or email address of the person whose access you’d like to remove.
  2. Under the Permission section, click the dropdown menu.
  1. Select “Remove access.”
  2. Your changes will save automatically.

Note: You can only remove a person’s access if you are the original creator of the job, a person with edit access to the job, or an admin.

Admins cannot be removed from share access, as they have access to all jobs by default. Similarly, the job owner also cannot be removed.

How to change the owner of a job

  1. Follow steps 1 through 5 from the “How to share a job” section above.
  2. Click the text “See who already has access to this team.”
  1. Search for the name or email address of the person to whom you’d like to transfer ownership.
  2. Under the Permission section, click the dropdown menu.
  1. Select “Transfer ownership.”
  2. That person will become the owner of the job. Your changes will save automatically.

Note: You can only transfer ownership if you are an admin or the existing owner of the job.


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