Inviting office members allows you to collaborate seamlessly within your office. Once invited, members can access dashboards, view performance data, and contribute to your office account depending on their role.
A Sonar Office account can have four types of roles:
Owner: Assigned to office owners, principals, and high-level admins. Owners have the highest level of access and can manage the entire office setup, including billing, send and manage office member invitations, and delete an office account.
Admin: Designed for sales managers and admins. Admins can manage office setup, including billing information, send invitations to admins, guests, and agents, but cannot delete an office account.
Guest: Guests have read-only access to the office dashboard.
Agent: Intended for agents and agent team members. Agents can access and manage only their own dashboard. This role cannot access the office dashboard.
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 💻
Web browser 💻
1. Open the Office settings in the sidebar
2. Select Office members & guests
3. Click Add at the top-right corner to invite new users to your office
4. Choose a member role, then enter the email address.
5. Click Send invite
iOS/Android mobile app📱
iOS/Android mobile app📱
1. Open the Dashboard tab
2. Tap the Office settings (⚙️) icon at the top-right corner of the screen
3. Select Office members & guests
4. Tap Add at the top-right corner to invite new users to your office
5. Select a member role, then enter the email address.
6. Tap Send invite
ℹ️ Note: To invite agents from an Office account, select an agent from the dropdown, then click or tap Send invite. Invited members will receive the invitation via email.