How to invite someone to the team
Invite support agents, sales reps, and admins by email and choose what each person can do in Cognizy.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Each team member signs in with their own email and password. That way, you know who replied to each customer and can remove someone’s access without affecting anyone else.
Where to find it in Cognizy
Before you start
- Only the owner and admins can send invites.
- Have the person’s email address ready.
- Check whether your plan still has room for one more user.
Step by step
- Step 1:
At the bottom of the menu, click Settings.
- Step 2:
Under People & access, click People.
- Step 3:
Click Invite member.
- Step 4:
Enter the person’s email and choose their role. Agent handles support and sales; Admin can also manage settings; Viewer can only view; Collaborator uses tasks, meetings, and Izy without handling conversations, and does not take up a user seat on the plan.
- Step 5:
Click Send invite. The person will receive an email with a link to create their password.
- Step 6:
The invite stays in Pending invites until the person accepts it. If needed, click Revoke to cancel it.
How to know it worked
The person’s email appears in Pending invites. Once they accept, they move to the members list with the role you selected.
If something goes wrong
The person didn’t receive the email.
Ask them to check their spam folder. If it’s not there, revoke the invite, make sure the email was entered correctly, and send it again.
The Invite member button is disabled.
The plan has reached its user limit. Remove someone who no longer uses it or purchase an additional collaborator on the same screen.
Next step
Organize your team into departments so each conversation goes to the right area.
Sign in with your Cognizy account to save your progress.
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