Access levels determine what actions you can perform within each product of the Predictive Index platform.
User access levels can be viewed and managed via the gear icon () in the top-right of your navigation bar.
What are the different access levels?
Users can be assigned one of four access levels:
- Limited: Restricted in what they can create, view, and edit
- Full: Unrestricted in what they can create, view, and edit (PI Design and PI Diagnose only)
- Admin: Full access; can promote/demote full and limited users
- Organization admin: Full access; can promote/demote any user, including admins and other org admins
Access levels are set on a per-product basis. For example: If you’re subscribed to PI Hire and PI Design, it’s possible to be an admin in Hire and a limited user in Design.
Note: To streamline permissions, full access has been phased out of PI Hire and PI Inspire. In place of full access, we recommend you grant either limited access or admin privileges.
What are the default access levels for new users?
Here’s how access levels work by default:
- The first user at your company to sign up for a specific PI product (and confirm their email) becomes an admin.
- Any subsequent users will receive limited access by default.
How to modify access levels
- Log in to the PI software.
- Click the gear icon () in the top-right of the navigation bar.
- You will land on the People tab within the Administration page.
- Click “Employee Access Settings” on the left-hand side.
- Search the name(s) or email(s) of the employee(s) whose access levels you’d like to change.
- Select the checkbox next to each employee’s name.
- Click the dropdown box titled “Actions.”
- Select the PI product for which you’d like to modify access.
- A peek panel will open titled “Change [product name] access.”
- Click the dropdown box and select the desired access level.
- Confirm by clicking “Save changes.”
To enable an organization admin:
- Follow steps 1 through 4 from the directions above.
- Search the name or email of the employee you’d like to make an organization admin.
- Click the checkbox under the Organization Admin header.
- Your changes will automatically save.
Note: The organization admin is a special-case permission that must be enabled by an existing org admin.
Access levels overview
Administration
Org admin | Admin | Full* | Limited | |
Access to the “Employee directory” | ✅ | ✅ | ✅ | ✅ |
Access to “Employee access settings” | ✅ | ⛔ | ⛔ | ⛔ |
Invite new employees | ✅ | ✅ | ⛔ | ⛔ |
Edit employee information | ✅ | ✅ | ⛔ | ⛔ |
Change a non-admin’s access level | ✅ | ✅ | ⛔ | ⛔ |
Change an admin’s access level | ✅ | ⛔ | ⛔ | ⛔ |
Change your own access level | ⛔ | ⛔ | ⛔ | ⛔ |
Change a non-admin’s ability to redeem credits, activate teams, or invite co-workers | ✅ | ✅ | ⛔ | ⛔ |
Change an admin’s ability to redeem credits, activate teams, or invite co-workers | ✅ | ⛔ | ⛔ | ⛔ |
*Full access has been phased out of PI Hire and PI Inspire.
PI Hire
Org admin | Admin | Limited | |
Create a new job | ✅ | ✅ | ⛔ |
View all jobs and candidates | ✅ | ✅ | ⛔ |
Edit all jobs | ✅ | ✅ | ⛔ |
Share all jobs | ✅ | ✅ | ⛔ |
View a job you have View access to | ✅ | ✅ | ✅ |
Edit a job you have Edit access to | ✅ | ✅ | ✅ |
Share a job that has been shared with you | ✅ | ✅ | ✅ |
Grant cognitive access | ✅* | ⛔ | ⛔ |
*An organization admin must also be a cognitive admin to grant cognitive access. Cognitive access can be granted to any Hire user, who can then send and view any cognitive results.
PI Inspire
Org admin | Admin | Limited | |
View all co-workers | ✅ | ✅ | ✅ |
Invite co-workers | ✅ | ✅ | ✅* |
Send bulk invites | ✅ | ✅ | ⛔ |
*This is a default setting. Admins can toggle this permission from the Manage Users screen.
PI Design
Org admin | Admin | Full | Limited | |
Create a new team | ✅ | ✅ | ✅ | ✅ |
Edit a team you’ve created | ✅ | ✅ | ✅ | ✅ |
View all teams | ✅ | ✅ | ✅ | ⛔ |
Edit all teams | ✅ | ✅ | ⛔ | ⛔ |
Share all teams | ✅ | ✅ | ⛔ | ⛔ |
View a team you have View access to | ✅ | ✅ | ✅ | ✅ |
Edit a team you have Edit access to | ✅ | ✅ | ✅ | ✅ |
Share a team that has been shared with you | ✅ | ✅ | ✅ | ✅ |
PI Diagnose
Org admin | Admin | Full | Limited | |
Create a new survey | ✅ | ✅ | ✅ | ✅ |
View a survey you’ve created | ✅ | ✅ | ✅ | ✅ |
Edit a survey you’ve created | ✅ | ✅ | ✅ | ✅ |
View all surveys and results | ✅ | ✅ | ✅ | ⛔ |
Edit all surveys | ✅ | ✅ | ⛔ | ⛔ |
Recommended access levels
Not sure what permission level to give for each product? Here’s our recommendation based on role and responsibilities:
Admin | Full* | Limited | |
Hire | Recruiters; HR leaders | N/A | Hiring managers |
Inspire | Managers; HR leaders | N/A | Employees |
Design | L&D leaders; HR leaders | Managers | Employees |
Diagnose | HR leaders | Managers | Managers |
*Full access has been phased out of PI Hire and PI Inspire.
Note: These are just recommendations. We encourage you to review each access level and choose the permissions that best align with your team’s needs.
FAQ
In place of full access, we recommend you grant either limited access or admin privileges based on the following criteria:
PI Hire
– Limited: (Recommended for hiring team.) Has access to Hire, but can only see Jobs shared with them.
– Admin: (Recommended for recruitment team.) Has full visibility and edit access to all Jobs and Candidates.
PI Inspire
– Limited: (Recommended for non-managers.) Can invite users, but can’t edit other users’ information or access.
– Admin: (Recommended for managers.) Can invite users and manage user access.
– Be given admin privileges by an existing admin. (This will let you view and edit all Jobs.)
– Ask an admin to share the Job with you with either View or Edit access. (This will only give you access to this particular Job.)
Additional support
Do you still need support? Contact us here.
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