Workspace management

Transferring 1:1 workspace history

This article applies to managers in the PI2 platform

PI2 is the latest version of the Predictive Index software.
If you are using a legacy version of PI, this article will
likely not match your experience.
Which product version do I have?

Transferring 1:1 history from one manager to another takes just a few steps.

How to transfer 1:1 history in Perform

  1. Click the 1:1 workspace whose history you’d like to transfer.
  2. Click the ellipsis button in the top-right corner of the screen.
  3. Select “Transfer workspace” from the dropdown options.
  4. The below pop-up will open, asking you to select the user to remove and user to add.
  5. Confirm by clicking “Transfer.”

For more on transferring 1:1 workspace history, watch this short video walkthrough.

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