Understanding access levels

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

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. Click “Employee Access Settings” on the left-hand side.
5. Search the name(s) or email(s) of the employee(s) whose access levels you’d like to change.
6. Select the checkbox next to each employee’s name.
7. Click the dropdown box titled “Actions.”
8. Select the PI product for which you’d like to modify access.
9. A peek panel will open titled “Change [product name] access.”
10. Click the dropdown box and select the desired access level.
11. Confirm by clicking “Save changes.”

To enable an organization admin:

1. Follow steps 1 through 4 from the directions above.
2. Search the name or email of the employee you’d like to make an organization admin.
3. Click the checkbox under the Organization Admin header.
4. 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 – Employee Directory

*Full access has been phased out of PI Hire and PI Inspire.

Administration – Employee Access Settings

PI Hire

*Cognitive admins can view and send cognitive data. They can also grant cognitive access to any employee in Hire.

PI Inspire

*This is a default setting. Admins can toggle this permission from the Manage Users screen.

PI Design

PI Diagnose

Recommended access levels

Not sure what permission level to give for each product? Here’s our recommendation based on role and responsibilities:

*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

Additional support

• What is an organization admin?
• Enabling cognitive admins