User Access and Permissions

How do I set user permissions in Cognism? This guide explains how to add users, assign roles, and organise teams to control access and visibility. 

By setting user permissions in Cognism, you can ensure the right people have the right level of access while supporting collaboration across your organisation.

Before you start

Make sure that:

• You are logged in to Cognism
• You have admin permissions within Cognism
• You have the email addresses of the users you want to add

Only admins can add users and create or manage teams.

Open user management

1. Open Cognism Web App
2. Select “User Management”

The user management area opens.

Add a new user

1. In Users, click Add user
2. Enter the user’s email address
3. Assign the appropriate role or permission level
4. Click Complete

The user receives an invitation email to join Cognism.

Assign users to teams

Teams help you organise users and control access to shared resources.

1. Go to Teams
2. Select an existing team, or click Create Team
3. Add one or more users to the team
4. Save your changes

Users can belong to more than one team, depending on your setup.

Create a new team

1. Open Teams
2. Click Create Team
3. Enter a team name
4. Add users to the team
5. Save the team

Teams are available immediately after creation.

Manage user access

You can update user roles and team membership at any time.

From Users or Teams, you can:

• Change a user’s role or permissions
• Add or remove users from teams
• Deactivate users who no longer need access

Changes apply immediately.

Expected results

After adding users and teams, your organisation can access Cognism with the correct permissions. Teams help structure access and support collaboration across accounts and workflows.

Next steps

• Review user roles and permissions
• Add additional teams as your organisation grows
• Deactivate users who no longer require access