Looking to invite many co-workers to Inspire at once? The Manage Employees tab lets you send out bulk invitations by uploading an organization data file.
How to send bulk invitations
- Log in to the PI software.
- Select Inspire from the top navigation bar.
- From the Inspire homepage, select the “Manage Employees” tab.
- Click the “Send bulk invitations (Administration)” hyperlink in the top-right.
- You will be brought to the employee directory within Administration.
- Click the button titled “Upload Org File.”
From there, follow this article for step-by-step instructions on how to upload your org file and invite employees to PI products (including Inspire).
FAQs
I don’t see the “Send bulk invitations” button. Why?
You must be an organization admin to send bulk invitations. To become an org admin, ask an existing org admin to upgrade your access level.
Is the data I upload secure?
Any data you upload is strictly confidential. The data is stored on secure servers, all of which comply with industry-standard data security protocols.
For more on PI’s data security protocols, visit our Trust Center.
For more on PI’s data security protocols, visit our Trust Center.
I’d like to update my existing employee data. How can I do this?
You can update existing employee information by uploading a new organization data file.
When you upload a new file, any updates will automatically apply to your employee directory (and, by extension, your employee list in Inspire). New employees will be added to the list, and existing employees will be updated based on the imported file.
For example: Jane Doe is a member of your organization, as well as an existing Inspire user. She recently married and took the name Jane Mare, and you want to update her record in Inspire to reflect that fact. To do so, upload an organization file containing the new information. Inspire will automatically apply the changes.
When you upload a new file, any updates will automatically apply to your employee directory (and, by extension, your employee list in Inspire). New employees will be added to the list, and existing employees will be updated based on the imported file.
For example: Jane Doe is a member of your organization, as well as an existing Inspire user. She recently married and took the name Jane Mare, and you want to update her record in Inspire to reflect that fact. To do so, upload an organization file containing the new information. Inspire will automatically apply the changes.
Will uploading a new organization file ever delete an employee’s data?
No. If you have an existing organization file, your employee data is safe. Inspire will only add users to your employee list or update their existing information—never delete them.
How do I resend an invitation?
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 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.
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.
How do I change someone’s Inspire access?
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 access you’d like to change.
5. Click on the person’s name.
6. You will land on a page titled Edit employee details.
7. Under Product Access Level, select the desired access level for Inspire.
8. (Optional) Select/deselect the checkbox on the right.
9. Click Save Changes.
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 employee details.
7. Under Product Access Level, select the desired access level for Inspire.
8. (Optional) Select/deselect the checkbox on the right.
9. Click Save Changes.
How do I remove a co-worker from Inspire?
To remove a co-worker from Inspire, you can archive that employee. Doing so will revoke their software access and retire their data from Inspire.
Note: If you wish to keep a co-worker’s Inspire data but prevent them from accessing the Inspire software, we recommend you instead set their access level to “no access.”
Note: If you wish to keep a co-worker’s Inspire data but prevent them from accessing the Inspire software, we recommend you instead set their access level to “no access.”
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.
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.
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