Learn how to manage users, teams, roles, and credit assignments in the Cognism Legacy Platform.
The Users & Teams page allows administrators to manage user access, assign permissions, organise users into teams, and monitor user status.
Before You Begin
Ensure that:
- You are logged in to the Cognism Legacy Platform.
- You have administrator permissions.
Only administrators can manage users and teams.
Access Users & Teams
- Log in to the Cognism Legacy Platform.
- Click your user avatar in the upper-right corner.
- Select Settings.
- Open Users & Teams.
The Users & Teams page contains two tabs:
- Users – Manage user accounts, permissions, and credit assignments.
- Teams – Create and manage teams.
Manage Users
From the Users tab, administrators can:
- View all users within the organisation.
- Check each user's status (Active or Pending Invite).
- Review assigned roles.
- View team membership.
- Edit user roles and permissions.
- Assign or update credit allocations.
- Invite new users.
- Remove users who no longer require access.
Any changes are applied immediately unless the action requires the user to accept an invitation.
Manage Teams
From the Teams tab, administrators can:
- Create new teams.
- Rename existing teams.
- Assign users to teams.
- Remove users from teams.
- Organise users for reporting and credit management.
Users can belong to one or more teams, depending on your organisation's configuration.
Related Articles
- How to Add Users and Manage Teams in Cognism
- How to Remove Users
- How to Configure a Custom Single Sign-On Log-in Experience
- User Roles and Permissions