Getting Started in the Cognia Improvement Platform

• Follow the instructions in the email from no-reply@cognia.org to access the platform.
• Confirm who will manage users. Once inside the platform, HOIs and PCs can set up users. If someone else handles this task, the HOI and PC can assign them the role of Admin under the Account Management drop-down.

First step for system leaders

Click the Menu arrow in the top-right corner of the main page and select “My Institutions.” On your system card, click on the system name, then click on the school you want to manage on the right-hand side. Click the blue Manage Users button in the top-right corner.

First step for single-site leaders

Click the Menu arrow in the top-right corner of the main page and select “User Management.”

Second step for all leaders

Click the blue Invite New Users button. You can add staff in two ways:

1. Add users individually
2. Import user list

You will need to assign each user’s role for the Observations, Strategies, and Surveys tools during the upload process.  Role descriptions are available on the Import User List screen.

• Before beginning observations, you must upload or add institution-specific courses/topics for observations.
• Look for the “Observations User Guide (Administrator)” resource in the Observations section of the platform.