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Create a team (EBU)

How to create a team (EBU) in Sonar

Updated over 2 months ago

Click the 🔽 below to see information based on whether you’re accessing Sonar in a web browser or through Sonar’s mobile app.

Web browser 💻

1. From the sidebar, go to Office settings.

2. Select Agents & Teams.

3. Navigate to the Teams tab, then click Create team.

4. Choose a lead agent.

5. Choosing a lead agent will automatically generate a Team name. Click the name to edit it.

6. Click + Add member, then select a member from the dropdown to add them to your team.

7. Once finalised, click Create to save the team.

iOS/Android mobile app📱

1. Open the Office tab at the bottom of the screen.

2. Select Agents & Teams.

3. Go to the Teams tab, then tap Create team.

4. Select a lead agent.

5. Choosing a lead agent will automatically generate a Team name. Tap the name to change it.

6. Tap + Add member, then select a member from the dropdown to add them to your team.

7. Tap Create to finalise and save the team.

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