Getting Started in the Cognia Improvement Platform

• Follow the instructions in the email from no-reply@cognia.org to access the platform.
• Manage users: By default, the HOI or PC manages users for the institution. A Platform Coordinator may also manage users if the institution has provided that contact to Cognia. If someone else should handle user management, the HOI or PC can assign that person the Institution Admin role under Role Management. Note: assigning an Institution Admin does not change the HOI or PC as the institution’s main point of contact.
• Need access to another institution? HOIs and PCs can request access through Cognia Client Care.

First step for system leaders

Click the Menu arrow in the top-right corner of the main page and select User Management. Click on the school you want to manage from the popup list.

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 Invite new users drop-down. You can add staff in two ways:

1. Add manually
2. Import User List

• 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.