Custom Roles & Permissions

Roles-based access control (RBAC) is a standard practice used by various software providers to allow administrators the ability to create, edit, and alter any roles & permissions within the software they use. Sonar is no different.



Custom Roles & Permissions are currently only available for Enterprise partners.

We have a standard set of roles and permissions available to our partners. For more information regarding what is entailed in each RBAC attribute, review our Customer Roles & Permissions terms defined below.

To navigate to our Roles & Permissions page simply click on the Team Member option in the main menu.


From the team member page, select the 'Create Roles & Permissions' option


From there you will see our two default roles and their permissions. To view what permissions they already have by default select the info icon. If you wish to change the Member role or any role feel free to click the edit icon.


When creating a new role, select the plus icon at the top right-hand side of the screen. From there you can give your role a name and select all the permissions associated with that role.

Once you are done creating all of the roles you need you can navigate back to your main Team Members page and adjust each user's role.



If you have any questions please feel free to reach out to us at [email protected]

Custom Roles & Permissions Terms Defined


RBAC TermDefined
Manage Roles & Permissions The ability to manage the role-based access controls of Sonar users in your organization.
Invite Users to SonarInvite/add your team members, sales reps, and administrators to use Sonar's platform and collaborate with your team.
Manage Basic SettingsManage basic account settings consisting of user photo, name, email, phone number, and password. It is here you can toggle on or off to be alerted with inbound Sonar notifications and if the account is currently available to receive communication.
Manage Custom WebhooksManage augmenting behavior of a web page or web application with custom callbacks.
Manage Number SettingsManage your preferred area code and country associated with your Sonar number.
Manage PropertiesManage the characteristics and attributes associated with specific contacts or accounts.
Manage Calendly IntegrationManage the Calendly integration feature, where you can automate the scheduling of meetings or showings.
Manage TagsManage the tags you place on specific words, phrases, or actions. You can segment and search by these tags as well.
Access AnalyticsAccess to view and interact with the analytic features and capabilities.
Manage Facebook MessengerGain permission to utilize your company's Facebook Messenger integration.
Ability to SearchSearch by contacts, tags, segments, or properties.
Manage Team MembersManage the role assignment and access of team members.
Manage BillingWith this permission, you gain access to the billing and plan management tab. Check your subscription plan, messaging balance, credit/debit card information, usage, payment history, and SMS rates.
Set Call Forwarding NumberThe ability to forward a text conversation into a phone call instantly.
Manage Tokens & KeysControl and access to private tokens and keys, which grant access to Sonar's API.
Set URL Shortening SettingsAccess for URL shortening settings for API messages, as well as mass messages and campaigns.
Manage Slack IntegrationManage the control and settings over the Slack integration.
Manage Away MessagesThe ability to schedule and send automated messages when you're out of office, outside of business hours, or unavailable. Messages are sent out based on specified actions or period of time.
Export Customers & MessagesThe ability to export contacts and chat conversations out of Sonar.
Manage TimezoneManage the timezone associated with each contact or account. This is important to utilizing Sonar's Intelligent Timezone Compliance feature.
View All & New ThreadsGain access, visibility, and control of all text conversations from your organization or within your team.
View Customer Management ListAccess and control to your organization's customer list and customer management settings.


RBAC TermDefined
Edit Name & EmailPermission to edit the name and email of contact.
Edit Time ZonePermission to add and edit the time zone of a contact.
Create New PropertiesThe ability to create new properties for a contact.
Delete PropertiesThe ability to remove properties of a contact.
Manually add to CampaignThe ability to add and edit an API, drip (follow-up), or mass messaging campaign.
Edit Contact PhotoPermission to edit the photo associated with a contact.
Delete CustomerThe ability to delete a contact from your customer list.
Edit Phone NumberPermission to edit the phone number associated with a contact.
Edit Zip CodePermission to edit the zip code of a contact.
Edit PropertiesPermission to editing customer properties.
Subscribe and UnsubscribeThis setting entails access to the subscribe and unsubscribe functions (subscribed: granting permission to receive messages).
Manually add to Follow-UpThe ability to add to and edit an existing follow-up campaign.
Manually Add CustomerThe ability to manually add a customer in Sonar.


RBAC TermDefined
Manually Send MessageAccess and permission to manually send a text message through Sonar.
Snooze ThreadPermission to snooze a thread (snooze: re-alerting you after a period of time).
Use AttachmentsPermission to send attachments with text messages.
Assign ThreadsAccess and control over assigning threads to respective agents or reps.
Close ThreadThe ability to close and archive a thread.
Use Canned ResponsesThe ability to use canned responses (prefabricated responses to frequently asked questions or common responses).
Use EmojisGain access to use the emoji keyboard.
Add or Remove TagsAccess and permission to add and/or remove message tags.

Canned Response:

RBAC TermDefined
Create Canned ResponseThe ability to create a canned response (canned response: predetermined responses to common inquiries or frequently asked questions).
Delete Canned ResponseThe ability to delete a canned response.
Edit Canned ResponseThe ability to edit a canned response.
Share Canned ResponseThe ability to share a canned response with a team member and send a canned response to a customer.

Follow-Up Strategy:

RBAC TermDefined
Create Follow-UpThe ability to create a follow-up campaign to send messages based on specific actions taken by the customer or a defined lapsed period of time (also known as a drip campaign).
Review Follow-Up ResultsThe ability to review and analyze follow-up campaign results and metrics (located in Analytics tab).
Clone Follow-UpThe ability to duplicate a previous follow-up campaign.


RBAC TermDefined
Manage CampaignPermission to access and manage a messaging campaign.
Edit CampaignThe ability to edit a messaging campaign.
Review ResultsAccess to review campaign results and metrics.
Create CampaignPermission to create a campaign. This entails previewing the campaign, defining the campaign setting, selecting the distribution segment/list, and scheduling the campaign.
Delete CampaignThe ability to delete a messaging campaign.
Add more Contacts to CampaignAccess to add additional contacts to an existing campaign.