Learn how to add users and manage teams in Cognism. Assign roles, organise teams, and control access across your organisation.
Add users and organise them into teams to manage access in Cognism. This guide explains how to invite users, create teams, and update team membership.
Before you start
- Have access to the Cognism Sales Companion Web App.
- Be assigned the Admin role in Cognism.
Add a new user
User Management is located under the Workspace section of the Settings page.
To invite a new user:
- Open Settings.
- Under the Workspace section, select User Management.
- Click Add user.
- Enter the user's email address.
- Select the appropriate role.
- Click Complete.
The user receives an email invitation to complete their account setup.
Create a new team
Team Management is located under the Workspace section of the Settings page.
To create a team:
- Open Settings.
- Under the Workspace section, select Team Management.
- Click Add team.
- Enter a team name.
- Select the users you want to include.
- Click Next to confirm.
The new team appears in your team list.
Organise teams into groups
Groups allow you to organise multiple teams within your workspace.
For example, you might create groups for:
- Regions
- Business units
- Market segments
Each group can contain multiple teams, making larger organisations easier to manage.
Edit a team
To update an existing team:
- Go to Settings > Team Management.
- Select the team you want to edit.
- Click the Settings icon.
From here you can:
- Rename the team
- Update team settings
- Add or remove members
Add or remove users from a team
To manage team membership:
- Open Settings > Team Management.
- Select a team.
To add users:
- Select users from the available user list.
To remove users:
- Click the Delete icon next to their name.
Removing a user from a team does not delete their Cognism account.
Expected results
After completing these steps, you can:
- Invite new users to Cognism.
- Assign user roles and permissions.
- Create and organise teams.
- Add or remove users from teams.
- Maintain your workspace structure as your organisation grows.