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Account

Support Articles

Reset password troubleshooting guide

If you never received your password reset email, there’s a few possible reasons why. Blocked by a firewall You may not be receiving the password reset email due to your company not safelisting PI’s URLs. To ensure all PI software-related emails are delivered, make sure your IT team has safelisted the following: Inactive account If…

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Support Articles

Teams and Team Discovery

What is a team? In PI’s software, a Team represents a group of people who work together in an organization. Part of the purpose of Teams is functional: Teams allow you to make changes to an entire group, instead of one-by-one. The other purpose is behavioral: just like individuals have Reference Profiles, Teams have Team…

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Support Articles

Account organization and cleanup

This article is to help you better understand Folders, Teams and Users in the software and to help keep your account organized with all your data and users. Folders Folders can be thought of very much like any file structure on a computer. Every account has a main “root” folder that has the same name…

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Support Articles

Reasons You Can’t Locate an Assessment

If you are having trouble locating an assessment in the software, there may be a few reasons why you can’t find it. Read through the options below to help you determine where the assessment may be located and how to receive access. Assessment was archived or deleted If you received a completion email from an…

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Support Articles

Cognitive data hidden

Given the sensitive nature of cognitive data, you have the option to hide cognitive data from your portal when needed. If you have Cognitive data enabled in your user account but are having trouble viewing cognitive scores, your cognitive data may be hidden. You can tell if your cognitive data is hidden by the blue bar…

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Support Articles

Delete a Behavioral or Cognitive Assessment

If you have a behavioral or cognitive assessment that is no longer needed in your account, there are two different options you can take to remove the results depending on what is needed. You can either archive a single assessment but keep the assessment takers profile, or you can remove the entire profile of the assessment taker….

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Support Articles

Offboarding employees: disable software users

This article will provide you with best practices for keeping your software user list up to date—and manageable— as employees come and go. Disable Software Users For the current Account Admin or Owner we recommend setting up a quarterly review of your user list in user management. This ensures you stay up to date. Best…

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Support Articles

Troubleshooting guide

Using the latest version of our software, PI2? Click here for the right troubleshooting guide. Overall best practices Browsers: We recommend utilizing the software using Google Chrome or Firefox as your browser. While it will still work on other browsers, these browsers are not as optimized to process modern web development standards, so you may encounter…

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Support Articles

Company settings

To access the company settings section, click on your name in the top right corner and then select ‘Administration’. Select the ‘Company Settings’ tab. Update Assessment Settings 1. To update the number of days an assessment is active for before expiring, click the number drop down for either the behavioral or job assessment. NOTE: you…

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