Invite agent team members to collaborate within your agent dashboard. Once invited, they can access the agent dashboard, view performance data, and contribute to your dashboard based on their role.
Sonar Agent dashboard 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 dashboard setup, including billing, team member invitations, and dashboard deletion.
Admin: Assigned for managers and admins. Admins can manage your dashboard setup, including billing information, send invitations, but cannot delete an agent dashboard.
Guest: Guests have read-only access to the agent dashboard.
Click the đ˝ below to see information based on whether youâre accessing Sonar in a web browser or through Sonarâs mobile app.
Web browser đť
Web browser đť
Open the Agent settings in the sidebar
Select Team members & guests
Click Add at the top-right corner to invite new users to your agent dashboard
Choose a member role, then enter the email address.
Click Send invite
Invited users will receive the invitation via email.
iOS/Android mobile appđą
iOS/Android mobile appđą
Open the Dashboard tab
Tap the Agent settings (âď¸) 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 agent dashboard
Select a member role, then enter the email address.
Tap Send invite
Invited members will receive the invitation via email.