How to add users and manage teams in Cognism

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.

Prerequisites

• You are an admin user 

Add a new user

To add a new user:

1. From the left-hand navigation, select User Management 

2. Click Add user 

   

3. Enter the user’s email address 
4. Select the appropriate role 

5. Click Complete 

   

The user receives an email invitation to finish setting up their account.

Create a new team

To create a team:

1. Go to Teams 

2. Click Add team 

   

3. Enter a team name 

   

4. Select the users you want to include 

   

5. Click Next to confirm 

The new team appears in your Teams list.

Organise teams using groups

You can organise teams into groups to reflect your structure.

For example, you might group teams by region or market segment. Each group can contain multiple teams, which helps you manage sub-teams more clearly.

Edit a team

To update a team:

1. Go to Teams 
2. Select the relevant team 

3. Click the settings icon 

   

From here, you can update team members and configuration settings.

Add or remove users in a team

To manage team members:

• To add users, select them from the user list 

  

• To remove a user, click the delete icon next to their name 

  

Removing a user from a team does not delete their account.

Expected results

After completing these steps, you can:

• Add new users with the correct roles 
• Organise users into teams 
• Update team membership as needed