The first person signing up from an organization is the admin by default. Only an admin can provide someone else in the organization with admin rights.
The CogniSaaS account sub-domain is created using the email domain. If a user signed up for a free trial using a different email and wishes to get it changed, they need to contact CogniSaaS support at [email protected] to assist with this change.
By default, all users have access to client records. Depending on the Role-Based Access Control, the admin can decide on providing client details access to selected users.
This is a single-click setting available to administrators of the account. On clicking a username in the user list one gets an option to reactivate a deactivated user.
To extend the trial period you can drop an email to [email protected] and a representative from our side will contact you to understand your requirements and process the extension request.
Kindly email us at [email protected] and we will help resolve your problem.
CogniSaaS is extremely secure as it is GDPR & SOC2 Compliant, along with best-in-class server security from AWS. For more information on our compliance, you can visit our website: https://cognisaas.com
CogniSaaS allows native integration with your CRM software, product road mapping tool, JIRA, and Customer Success and Support tools.
Yes, each customer has their own unique portal accessible via a magic link.