Sonar

The Preferences section allows users to set office preferences for reporting and target tracking.

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

1. Go to Office settings in the sidebar

1. Open the Dashboard tab
2. Tap the Office settings (⚙️) icon at the top-right corner of the screen
3. Go to Preferences
4. Set your office preferences
5. Tap Save changes

How to configure your preferences for target tracking and reporting

Manage preferences

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Manage preferences

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

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