Cognota

Rebecca McDougall

Asia Ali

SET UP 

Cognota Getting Started Toolkit

Turn individual email notifications on or off, see what triggers each one, and stop project notifications for participants.

Manage email notifications

How to add, manage and edit your Cognota users.

Setting up your users

How to add and manage your Learning Teams, Business Teams and Vendors.

Setting up your teams

User Management

ACCOUNT

How to customize your platform currency and intake display options.

Account

Set your request portal's name, logo, and image, and choose whether business users can see requests submitted by their team.

Customize the request portal

Importing Data

How to add and customize your Project processes.

Configurations - Project Processes

Configurations - Fields

Configurations - Project Templates

Configurations - Task Bundles

Design Templates

Configurable and Non-Configurable Items in Cognota

PLATFORM

Configuring Single Sign-On

SSO & INTEGRATIONS

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Find answers and get help from Intercom Support and Community Experts

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Volume, creators and topics for your company.

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Track the progress of all tickets related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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