Employee management

Managing and inviting employees

The Employees tab lets you view your employee list, invite co-workers to Inspire, and manage employee information.

How to invite a co-worker to Inspire

  1. Log in to PI Inspire.
  2. From the Inspire homepage, select the Employees tab.
  1. Click the “Invite a co-worker” button in the top-right corner.
  1. Enter the email address of the user you’d like to invite.
  2. (Optional) Add the person’s manager from the dropdown.
  3. (Optional) Select “Add another co-worker” to invite additional co-workers.
  4. Click Send invitation(s).

Note: Want to send invites faster? You can do so by sending bulk invitations.

FAQs

I don’t see an option to invite a co-worker. Why?
The ability to invite co-workers is a permission that must first be enabled by an Inspire admin or organization admin.

To enable this permission, share the following instructions with an admin:

1. Log in to the PI software.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person whose Inspire permissions you’d like to change.

5. Click on the person’s name.

6. You will land on a page titled Edit User Record.

7. Under User Product Access, select the checkbox next to “Can invite co-workers.”

8. Click Save Changes.
How do I change someone’s Inspire access?
1. Log in to PI Inspire.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person whose access you’d like to change.

5. Click on the person’s name.

6. You will land on a page titled Edit User Record.

7. Under User Product Access, select the desired access level for Inspire.

8. (Optional) Select/deselect the checkbox next to “Can invite co-workers.”

9. Click Save Changes.
How do I remove a co-worker from Inspire?
While you cannot outright delete an employee and their data, you can archive that employee.
Is there any limit on the number of Inspire users I can add/manage?
The answer depends on whether you’ve signed up for a timed trial or a paid subscription.

Timed trial: There is no limit on the number of Inspire users your organization can have. 

Paid subscription: If you add more Inspire users than your subscription supports, you’ll be prompted to upgrade once your current subscription lapses.
How do I resend an invitation?
Admins can resend invitations from the Administration page.

To do so:

1. Log in to PI Inspire.

2. Click the gear icon () in the top-right of the navigation bar.

3. You will land on the People tab within the Administration page.

4. Search for the name or email of the person you’d like to reinvite to Inspire.

5. Click the ellipsis icon () on the right-hand side.

6. Select Resend invitation from the options.

7. A new invitation email will be sent to the person’s inbox.

Additional support


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