Invite team members to collaborate within your agent account. Once invited, they can access the agent dashboard, view performance data, and contribute to your account based on their role.
Sonar Agent account can have three types of roles:
Owner: Designed for agents and lead agents within a team. This role has the highest level of access in your account and can manage the entire account setup, including billing, team member invitations, and account deletion.
Admin: Assigned for managers and admins. Admins can manage your account setup, including billing information, send invitations, but cannot delete an agent account.
Guest: Guests have read-only access to the agent dashboard.
Click the š½ below to see information based on whether youāre accessing Sonar in a web browser or through Sonarās mobile app.
Web browser š»
Web browser š»
Open the Agent settings in the sidebar
Select Team members & guests
Click Add at the top-right corner to invite new users to your office
Choose a member role, then enter the email address.
Click Send invite
Invited users will receive the invitation via email.
iOS/Android mobile appš±
iOS/Android mobile appš±
Open the Dashboard tab
Tap the Agent settings (āļø) icon at the top-right corner of the screen
Select Team members & guests
Tap Add at the top-right corner to invite new users to your office
Select a member role, then enter the email address.
Tap Send invite
Invited members will receive the invitation via email.