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Sonar Docs

Members

Admin

Members are the people in your workspace — your staff. Admins manage them from Members in the back-office navigation.

The Members list showing columns for avatar, first name, last name, username, mail and role, with four members, and Add New Member, Delete, Activate and Deactivate actions
The Members list.

What the list shows

Each row is one member: their name, username, email, role and status. Use the search box to find someone.

Roles

Sonar has two workspace roles:

Admin

Full access — manage members, portals, devices, recordings, statistics, the audit log and Application Setup.

Member

The standard role — use channels, calls, meetings and portals they belong to, without workspace-wide administration.

Adding a member

  1. Click Add New Member.

  2. Enter their details and choose a role (Admin or Member).

  3. Save — they can then sign in. (If your workspace uses SSO or LDAP, accounts may come from there instead.)

Activating & deactivating

Select one or more members and use Activate or Deactivate to control access without deleting the account, or Delete to remove it.

Application Setup Workspace-wide configuration.
Portals & Queues Add members to a portal so they can answer its calls.