How do I invite teammates into my Cognocient account?
Invite teammates into your existing Cognocient account — one shared account, seat limits by plan, and how access works.
Invite teammates into your existing Cognocient account from Settings → Team. They sign up (or log in) with their own email, but land inside your account — same real-time attribution, same budgets, same connected providers, same everything. There's no separate "their data" vs. "your data" — it's one shared account, more logins.
Not a separate account, not a new tenant
An invited teammate's login is mapped onto your account rather than creating a new one. This means: no data migration if someone leaves and comes back, no duplicate provider connections to manage, and a revoked teammate loses access instantly on their next request — nothing to clean up.
Seat limits by plan
| Plan | Seats |
|---|---|
| Free | 1 (solo — no invites) |
| Base | 3 |
| Growth | 10 |
| Business | 25 |
A pending invite (sent but not yet accepted) still counts against your seat limit — so you can't over-invite past your cap while several invites sit unopened.
Inviting someone
- Go to Settings → Team.
- Enter their email and click Send invite.
- They receive an email with a one-time link. Opening it walks them through signup and drops them straight into your dashboard — no separate onboarding wizard, since they're joining an account that's already set up. (If that email already has its own existing Cognocient account, the invite fails with a clear error instead — see the FAQ.)
Roles (v1: two, kept minimal)
- Owner — the account's original creator. Full access, including billing and plan changes.
- Member — everything else. Same dashboard, same ability to configure budgets/providers/guardrails/routing as the owner, minus billing.
There's no granular per-feature permission system yet — that's a deliberate v1 scope decision, not an oversight. If your team needs view-only members or role-restricted access, that's a real gap today.
Removing a teammate
From Settings → Team, click the remove icon next to their name. Access is revoked immediately — there's no grace period and no way for a removed member to keep working with cached credentials, since every request re-resolves their access on the backend.
Frequently asked questions
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