How to Set Up Teams and Assign Companies and Personas

How to set up teams and assign companies and personas in Cognism: this guide shows how to assign account ownership, define target personas, and manage company claiming and dropping. 

By structuring assignments clearly, your team can align outreach, reduce duplication, and focus on the most relevant accounts and contacts.

Before you start

Make sure that:

• You are logged in to Cognism
• You have Admin permission to assign companies and personas

Assignment options depend on your role and team permissions.

How to assign a company in Cognism

Company assignment defines ownership of an account and helps teams avoid duplicate outreach.

Assigning a company from a company profile

1. Open Cognism
2. Open a company profile
3. Select a user or team from the list

The assignment updates immediately.

How to assign companies from search results

You can assign multiple companies at the same time.

1. Go to Search.
2. Select Companies.
3. Apply filters to find the relevant companies.
4. Select one or more companies from the results list.
5. Choose Assign.
6. Select the user or team.

All selected companies are assigned at once.

How to assign a persona in Cognism

Persona assignment defines who you are targeting within a company, such as decision-makers or specific roles.

Assigning a persona from a company profile

1. Open Cognism.
2. Open a company profile.
3. Select one or more personas from the list.

Personas are applied immediately.

Assigning personas from search results

You can assign personas to multiple companies at once.

1. Go to Search.
2. Select Companies.
3. Apply your filters.
4. Select one or more companies from the results list.
5. Choose Assign persona.
6. Select the relevant persona or personas.

How to update or remove assignments

You can change or remove company or persona assignments at any time.

• To update a company owner, change the Assigned to field.
• To update personas, add or remove personas from the Persona section.

Changes apply immediately and are visible to other users with access.

How are assignments used?

Company and persona assignments help teams:

• Clarify ownership of target accounts
• Define who to contact within each company
• Align outreach across users and teams
• Reduce duplicated effort

Assignments appear across Cognism views and searches.

Expected results

After assigning companies and personas, ownership and targeting are clearly defined. Teams can prioritise the right accounts and focus outreach on the most relevant contacts.

Next steps

• Review assigned companies and personas regularly
• Update assignments as territories or priorities change
• Use assignments to guide searches and outreach planning