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PI Admin role

Detailed guidance on the PI Admin role

Updated over 2 months ago

IMPORTANT NOTE: This updated permissions for PI Admins will be effective by November 8th 2024

Grant PI Admin permission

This role is designed for RTEs or Team Coaches with limited management access to manage Teams, ARTs, Solution Trains and PI Sessions for the ARTs and Solution Trains on which they are assigned as "admin".

To grant PI Admin permissions for a specific ART or Solution Train, a user with the role PI Admin must be assigned as admin to an ART or Solution Train

This can be done on the ART / Solution Train edit view

PI Admin Permissions

Depending on which ART or Solution Train a user with the role PI Admin is assigned to as admins, that user would have specific permissions to manage ARTs, Solution Trains and PI sessions.

In general a PI Admin can

  • see everything in their Solution Train and/or ART plus teams that are not assigned to an ART.

  • edit everything on their ART/Solution Train and below their hierarchy level.

  • create and edit PI session for ARTs in which they are assigned as admin for.

  • create and edit PI Sessions for Solution Trains and it's ARTs in which they are assigned as admin for.

Important: A PI Admin is not allowed to create/archive teams. This is only possible for the role Admin as managing the amount of teams is directly connected to billing.

The following picture outlines different scenarios to give you examples on what a PI Admin is allowed to do based on where they are assigned as and ART or Solution Train admin.

Check out what a PI Admin is allowed to do in a given scenario.

Scenario

Can See

Can Edit

Can Create/Edit PIs

A

ST 1

ART 1, ART 2

T1, T2, T3, T4, T5, T6, T19, T20

ART 1

T1, T2, T3

ART 1

B

ST 2

ART 3, ART 4

T7, T8, T9, T10, T11, T12, T19, T20

ART 3, ART 4

T7, T8, T9, T10, T11, T12

ART 3, ART 4

C

ST 1, ST 2

ART 1, ART 2, ART 3,
ART 4, ART 5

T1, T2, T3, T4, T5, T6, T7, T8, T9, T10, T11, T12, T13, T14, T15, T19, T20

ART 2, ART 4, ART 5

T4, T5, T6, T10, T11, T12, T13, T14, T15

ART 2, ART 4, ART 5

D

ART 6

T16, T17, T18, T19, T20

ART 6

T16, T17, T18

ART 6

E

ST 1

ART 1, ART 2

T1, T2, T3, T4, T5, T6, T19, T20

ST 1

ART 1, ART 2

T1, T2, T3, T4, T5, T6, T19, T20

ST 1

ART 1, ART 2

F

ST 1, ST 2

ART 1, ART 2, ART 3,
ART 4

T1, T2, T3, T4, T5, T6, T7, T8, T9, T10, T11, T12, T19, T20

ST 1, ST 2

ART 1, ART 2, ART 3, ART 4

T1, T2, T3, T4, T5, T6, T7, T8, T9, T10, T11, T12, T19, T20

ST 1, ST 2

ART 1, ART 2, ART 3, ART 4

G

T20

T20

None

H

ST 2

ART 3, ART 4

T7, T8, T9, T10, T11, T12, T19, T20

T11, T19

None

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