How to add or remove department members
Add people to the right departments so they can see and receive the department's conversations.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Users with the Agent role only see the conversations of the departments they belong to. So after creating a department, you need to say who's part of it. A person can belong to several.
Where to find it in Cognizy
Before you start
- People need to have already joined the team.
- Only the owner and admins can manage departments.
Step by step
- Step 1:
Open and, in the department, click Manage members.
- Step 2:
The list shows who's already in the department. To remove someone, click Remove next to the name. The person stays on the team, they just leave the department.
- Step 3:
Right below are the team members who aren't in the department yet. Click the name to add them.
- Step 4:
The person is added to the member list and starts seeing the department's conversations right away.
How to know it worked
The department shows the new member count, and each added person sees the department's conversations.
If something goes wrong
The person doesn't show up to be added.
They haven't accepted the invite yet, or they're already in the department. Check pending invites at Settings › People and access › People.
Next step
Set which AI agent handles the department.
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