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Exclude agents’ data from the dashboard

Learn how to include or exclude data for a specific agent from the dashboard

Updated this week

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. Go to Office settings from the sidebar.

  2. Select Agents & Teams.

  3. Enter the agent’s name in the search box or scroll through the list to find them.

  4. Use the switch next to their name to include or exclude their data in your dashboard.

iOS/Android mobile app 📱

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

  2. Go to Agents & Teams.

  3. Scroll down or enter the name of the agent you want to manage.

  4. Tap the switch next to their name to include or exclude their data in your dashboard.

💡Tip: Already in the dashboard? Go to the Agents tab, and click or tap Manage in the upper-right corner of the screen to manage Agents & Teams.

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