How to change a member's role and departments
Change what each person can do in Cognizy by changing their role, and adjust the departments they work in.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The role defines what the person can do: the Admin configures the account, the Agent serves customers, the Viewer only reads, and the Collaborator uses tasks, meetings, and Izy. Departments define which conversations they see. Both are adjusted in the same place.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can change roles.
- The owner's role cannot be changed here.
Step by step
- Step 1:
Open . On the person's row, click Actions.
- Step 2:
Click Edit.
- Step 3:
Under Role, choose the new role. Under Department, see the person's sectors: the button next to each one removes the person from it.
- Step 4:
Click Save. The change takes effect right away; the person doesn't need to log out and back in.
How to know it worked
The team list shows the new role and department on the person's row.
If something goes wrong
The person no longer sees the conversations.
Anyone with the Agent role only sees conversations from their own departments. Check that they're in the right sector.
Next step
Remove anyone from the team who no longer works at the company.
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