Co-workers

Inviting a co-worker

Inviting a co-worker is the first step in unlocking relationship insights within PI Inspire.

How to invite a co-worker to Inspire

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

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

FAQ

How do I remove a co-worker from Inspire?
While you cannot outright delete an employee and their data, you can remove their software access.
Is there any limit on the number of co-workers I can invite?
There is no limit on co-workers you can invite to Inspire. However, if you exceed your Inspire user cap, you will need to upgrade your Inspire subscription once your existing one lapses.
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 platform.

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.

Additional support


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