Permissions & Security

Set the proper access levels and provide team members, whether internal employees, vendors, clients, partners or sub-contractors, with views into only the pertinent items and projects that you want them to see. By leveraging PI's permissions and flexible dashboards, you are in complete control of what team members can view and perform.

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  • Simple "Private Projects" feature
  • Client User Portal
  • Set folder permissions like folders in Windows™
  • Use role-based permissions to define team member status
  • Use communication permissions to define which resources may be selected on projects
  • Set permissions on a single item
Multiple Resource Roles

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Assign multiple roles per team member.

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Set up single sign on (SSO) for easy user and password management.
Single Sign-On (SSO) Setup