Inviting office members to Sonar allows you to collaborate seamlessly within your office. Once invited, users can access dashboards, view performance data, and contribute to your office according to their role.
Sonar includes three office member roles:
Owner: Assigned to office owners, principals, and high-level admins. Owners can access and manage the entire office set up, including billing.
Manager: Designed for sales managers and admins. Managers can access and manage the office set up, but do not have access to billing.
Agents: Intended for agents and agent team members. Agents can access and manage their own 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
3. Click Add at the top-right corner to invite new users to your office
4. Choose a member role and enter the email address.
5. Click Send invite
6. Invited users will receive the invitation via email. To join the office, click the Join {office name} button in the email.
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
4. Tap Add at the top-right corner to invite new users to your office
5. Select a member role and enter the email address.
6. Tap Send invite
7. Invited team members will receive the invitation via email. To join the office, tap the Join {office name} button in the email.