People, roles, and departments
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
- Users serve customers, sell, and use teams. Collaborators only use tasks, meetings, and Izy, and have their own allowance per plan.
- Roles: the owner manages the plan and billing; administrators configure the company and approve; everyone else works within the permissions they have.
- Departments (Support, Sales, Finance…) receive the right conversations. Anyone in more than one chooses the active department in the account menu.
- Permissions by department and person: starting with the Business plan.
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Where to find it in Cognizy