Role
Admins (only admins can create and manage cohorts)
Plan
All plans where Cohorts are enabled
Prerequisites
You can open Manage → Organization → Cohorts
You have admin access to the users you want to group
Where do I manage Cohorts?
Go to Manage → Organization → Cohorts.
Here you can create, edit, and delete cohorts, and assign users to them.
Only admins can create and manage cohorts.
Who can access and use a cohort?
When you create or edit a cohort, you choose its access level:
Admins only
Only admins can see and use this cohort as a filter.
Managers with access to all users in the cohort
Any manager who has access to all users in the cohort can use it as a filter.
Managers with access to at least one user in the cohort
Managers can use the cohort, but only with the users they already have access to inside that cohort.
This ensures cohorts respect your existing access rules.
Where can a cohort be used?
Cohorts can currently be used as filters in:
Widgets
Filter dashboard widgets by cohort for targeted insights (e.g. “New Starters – Pipeline Created”).
Competitions
Filter participants by cohort when setting up a competition.
Note: Only users who are in the cohort at the time the competition is created will be included.
Slides
Filter screen content (slides) by cohort to show cohort‑specific leaderboards or KPIs.
Achievements
Restrict an achievement so that only users in a specific cohort can unlock it (for example, onboarding achievements just for new hires).
Reward Shop
Filter by cohort when creating rewards so that only a specific cohort can see and redeem those rewards.
Can a user belong to more than one cohort?
Yes.
A user can be assigned to multiple cohorts at the same time (e.g. both “New Starters” and “AEs”).
This makes it flexible to slice data different ways without changing team or department structure.
and redeem those rewards.
What if this doesn’t work?
I can’t see the Cohorts option under Manage → Organization
Cohorts may not be enabled for your tenant or you might not be an Admin. Check your role, or ask a Company Admin / Account Owner to confirm that Cohorts are available and you have access.
Managers can’t see or use a cohort I created
Open the cohort and check its access settings:
If set to Admins only, managers will never see it.
If set to Managers with access to all users in the cohort or at least one user in the cohort, confirm that the manager actually has access to those users in SalesScreen.
The cohort filter doesn’t change numbers in widgets/competitions/slides
Verify that:
The users you expect are actually assigned to that cohort.
The widget/competition/slide you’re looking at supports cohort filters and that the cohort is selected in the filter area.
Time period, team, and other filters aren’t excluding those users.
Some users are missing from a competition when I filter by cohort
Only users who were in the cohort at the time the competition was created are included. If users were added to the cohort later, they won’t be pulled into an already‑running competition.