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Manage members in your office

Learn how to update member roles, attaching a CRM agent, and remove users from your Office account

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. Open Office settings in the sidebar

  2. Go to Office members & guests

  3. Choose the member you want to manage

  4. From there, you can choose to:

    • Click Roles (or click Edit) to update member roles, then select Save to apply the change

    • Click Remove from office to remove a member from your office, then select Remove to confirm.

iOS/Android mobile app📱

  1. Open the Dashboard tab

  2. Tap the Office settings (⚙️) icon at the top-right of the screen

  3. Go to Office members & guests

  4. Select the member you want to manage

  5. From there, you can choose to:

    • Tap Roles (or tap Edit) to update member roles, then select Save to apply the change

    • Tap Remove from office to remove a member from your office, then select Remove to confirm.

ℹ️ Note: Owner and Admin roles from an Office account can attach an agent to their account. Simply click or tap CRM agent attached (or Attach), select an agent from the dropdown, then click or tap Attach. Attaching a CRM agent will automatically create an Agent account.

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