{"metadata":{"image":[],"title":"","description":""},"api":{"url":"","auth":"required","results":{"codes":[]},"settings":"","params":[]},"next":{"description":"","pages":[]},"title":"Custom Roles & Permissions","type":"basic","slug":"custom-roles-permissions","excerpt":"","body":"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\n[block:callout]\n{\n  \"type\": \"warning\",\n  \"title\": \"Availability\",\n  \"body\": \"Custom Roles & Permissions are currently only available for Enterprise partners.\"\n}\n[/block]\nWe 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.\n\nTo navigate to our Roles & Permissions page simply click on the Team Member option in the main menu.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/2f0155a-hello12.png\",\n        \"hello12.png\",\n        1020,\n        935,\n        \"#4a4a4a\"\n      ]\n    }\n  ]\n}\n[/block]\nFrom the team member page, select the 'Create Roles & Permissions' option\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/bdf6a84-hello13.png\",\n        \"hello13.png\",\n        1340,\n        929,\n        \"#ebebeb\"\n      ]\n    }\n  ]\n}\n[/block]\nFrom 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.\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/10ca049-hello14.png\",\n        \"hello14.png\",\n        1320,\n        227,\n        \"#eaeaea\"\n      ]\n    }\n  ]\n}\n[/block]\nWhen 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.\n\nOnce 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.\n[block:callout]\n{\n  \"type\": \"info\",\n  \"body\": \"If you have any questions please feel free to reach out to us at contact:::at:::sendsonar.com\",\n  \"title\": \"Reminder\"\n}\n[/block]\n##  **Custom Roles & Permissions Terms Defined**\n\n\n\n**Company:** \n[block:parameters]\n{\n  \"data\": {\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\",\n    \"0-0\": \"Manage Roles & Permissions \",\n    \"1-0\": \"Invite Users to Sonar\",\n    \"2-0\": \"Manage Basic Settings\",\n    \"3-0\": \"Manage Custom Webhooks\",\n    \"4-0\": \"Manage Number Settings\",\n    \"5-0\": \"Manage Properties\",\n    \"6-0\": \"Manage Calendly Integration\",\n    \"7-0\": \"Manage Tags\",\n    \"8-0\": \"Access Analytics\",\n    \"9-0\": \"Manage Facebook Messenger\",\n    \"10-0\": \"Ability to Search\",\n    \"11-0\": \"Manage Team Members\",\n    \"12-0\": \"Manage Billing\",\n    \"13-0\": \"Set Call Forwarding Number\",\n    \"14-0\": \"Manage Tokens & Keys\",\n    \"15-0\": \"Set URL Shortening Settings\",\n    \"16-0\": \"Manage Slack Integration\",\n    \"17-0\": \"Manage Away Messages\",\n    \"18-0\": \"Export Customers & Messages\",\n    \"19-0\": \"Manage Timezone\",\n    \"20-0\": \"View All & New Threads\",\n    \"21-0\": \"View Customer Management List\",\n    \"0-1\": \"The ability to manage the role-based access controls of Sonar users in your organization.\",\n    \"1-1\": \"Invite/add your team members, sales reps, and administrators to use Sonar's platform and collaborate with your team.\",\n    \"2-1\": \"Manage 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.\",\n    \"3-1\": \"Manage augmenting behavior of a web page or web application with custom callbacks.\",\n    \"4-1\": \"Manage your preferred area code and country associated with your Sonar number.\",\n    \"5-1\": \"Manage the characteristics and attributes associated with specific contacts or accounts.\",\n    \"6-1\": \"Manage the Calendly integration feature, where you can automate the scheduling of meetings or showings.\",\n    \"7-1\": \"Manage the tags you place on specific words, phrases, or actions. You can segment and search by these tags as well.\",\n    \"8-1\": \"Access to view and interact with the analytic features and capabilities.\",\n    \"9-1\": \"Gain permission to utilize your company's Facebook Messenger integration.\",\n    \"10-1\": \"Search by contacts, tags, segments, or properties.\",\n    \"11-1\": \"Manage the role assignment and access of team members.\",\n    \"12-1\": \"With 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.\",\n    \"13-1\": \"The ability to forward a text conversation into a phone call instantly.\",\n    \"14-1\": \"Control and access to private tokens and keys, which grant access to Sonar's API.\",\n    \"15-1\": \"Access for URL shortening settings for API messages, as well as mass messages and campaigns.\",\n    \"16-1\": \"Manage the control and settings over the Slack integration.\",\n    \"17-1\": \"The 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.\",\n    \"18-1\": \"The ability to export contacts and chat conversations out of Sonar.\",\n    \"19-1\": \"Manage the timezone associated with each contact or account. This is important to utilizing Sonar's Intelligent Timezone Compliance feature.\",\n    \"20-1\": \"Gain access, visibility, and control of all text conversations from your organization or within your team.\",\n    \"21-1\": \"Access and control to your organization's customer list and customer management settings.\"\n  },\n  \"cols\": 2,\n  \"rows\": 22\n}\n[/block]\n**Customer:** \n[block:parameters]\n{\n  \"data\": {\n    \"0-0\": \"Edit Name & Email\",\n    \"1-0\": \"Edit Time Zone\",\n    \"2-0\": \"Create New Properties\",\n    \"3-0\": \"Delete Properties\",\n    \"4-0\": \"Manually add to Campaign\",\n    \"5-0\": \"Edit Contact Photo\",\n    \"6-0\": \"Delete Customer\",\n    \"7-0\": \"Edit Phone Number\",\n    \"8-0\": \"Edit Zip Code\",\n    \"9-0\": \"Edit Properties\",\n    \"10-0\": \"Subscribe and Unsubscribe\",\n    \"11-0\": \"Manually add to Follow-Up\",\n    \"12-0\": \"Manually Add Customer\",\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\",\n    \"0-1\": \"Permission to edit the name and email of contact.\",\n    \"1-1\": \"Permission to add and edit the time zone of a contact.\",\n    \"2-1\": \"The ability to create new properties for a contact.\",\n    \"3-1\": \"The ability to remove properties of a contact.\",\n    \"4-1\": \"The ability to add and edit an API, drip (follow-up), or mass messaging campaign.\",\n    \"5-1\": \"Permission to edit the photo associated with a contact.\",\n    \"6-1\": \"The ability to delete a contact from your customer list.\",\n    \"7-1\": \"Permission to edit the phone number associated with a contact.\",\n    \"8-1\": \"Permission to edit the zip code of a contact.\",\n    \"9-1\": \"Permission to editing customer properties.\",\n    \"10-1\": \"This setting entails access to the subscribe and unsubscribe functions (subscribed: granting permission to receive messages).\",\n    \"11-1\": \"The ability to add to and edit an existing follow-up campaign.\",\n    \"12-1\": \"The ability to manually add a customer in Sonar.\"\n  },\n  \"cols\": 2,\n  \"rows\": 13\n}\n[/block]\n**Message:** \n[block:parameters]\n{\n  \"data\": {\n    \"0-0\": \"Manually Send Message\",\n    \"1-0\": \"Snooze Thread\",\n    \"2-0\": \"Use Attachments\",\n    \"3-0\": \"Assign Threads\",\n    \"4-0\": \"Close Thread\",\n    \"5-0\": \"Use Canned Responses\",\n    \"6-0\": \"Use Emojis\",\n    \"7-0\": \"Add or Remove Tags\",\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\",\n    \"0-1\": \"Access and permission to manually send a text message through Sonar.\",\n    \"1-1\": \"Permission to snooze a thread (snooze: re-alerting you after a period of time).\",\n    \"2-1\": \"Permission to send attachments with text messages.\",\n    \"3-1\": \"Access and control over assigning threads to respective agents or reps.\",\n    \"4-1\": \"The ability to close and archive a thread.\",\n    \"5-1\": \"The ability to use canned responses (prefabricated responses to frequently asked questions or common responses).\",\n    \"6-1\": \"Gain access to use the emoji keyboard.\",\n    \"7-1\": \"Access and permission to add and/or remove message tags.\"\n  },\n  \"cols\": 2,\n  \"rows\": 8\n}\n[/block]\n**Canned Response:** \n[block:parameters]\n{\n  \"data\": {\n    \"0-0\": \"Create Canned Response\",\n    \"1-0\": \"Delete Canned Response\",\n    \"2-0\": \"Edit Canned Response\",\n    \"3-0\": \"Share Canned Response\",\n    \"0-1\": \"The ability to create a canned response (canned response: predetermined responses to common inquiries or frequently asked questions).\",\n    \"1-1\": \"The ability to delete a canned response.\",\n    \"2-1\": \"The ability to edit a canned response.\",\n    \"3-1\": \"The ability to share a canned response with a team member and send a canned response to a customer.\",\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\"\n  },\n  \"cols\": 2,\n  \"rows\": 4\n}\n[/block]\n**Follow-Up Strategy:** \n[block:parameters]\n{\n  \"data\": {\n    \"0-0\": \"Create Follow-Up\",\n    \"1-0\": \"Review Follow-Up Results\",\n    \"2-0\": \"Clone Follow-Up\",\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\",\n    \"0-1\": \"The 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).\",\n    \"1-1\": \"The ability to review and analyze follow-up campaign results and metrics (located in Analytics tab).\",\n    \"2-1\": \"The ability to duplicate a previous follow-up campaign.\"\n  },\n  \"cols\": 2,\n  \"rows\": 3\n}\n[/block]\n**Campaign:** \n[block:parameters]\n{\n  \"data\": {\n    \"h-0\": \"RBAC Term\",\n    \"h-1\": \"Defined\",\n    \"0-0\": \"Manage Campaign\",\n    \"1-0\": \"Edit Campaign\",\n    \"2-0\": \"Review Results\",\n    \"3-0\": \"Create Campaign\",\n    \"4-0\": \"Delete Campaign\",\n    \"5-0\": \"Add more Contacts to Campaign\",\n    \"0-1\": \"Permission to access and manage a messaging campaign.\",\n    \"1-1\": \"The ability to edit a messaging campaign.\",\n    \"2-1\": \"Access to review campaign results and metrics.\",\n    \"3-1\": \"Permission to create a campaign. This entails previewing the campaign, defining the campaign setting, selecting the distribution segment/list, and scheduling the campaign.\",\n    \"4-1\": \"The ability to delete a messaging campaign.\",\n    \"5-1\": \"Access to add additional contacts to an existing campaign.\"\n  },\n  \"cols\": 2,\n  \"rows\": 6\n}\n[/block]","updates":[],"order":9,"isReference":true,"hidden":false,"sync_unique":"","link_url":"","link_external":false,"_id":"5dba1256f2181d00411acaa7","project":"55208137623ff50d009b2bec","version":{"version":"1.0","version_clean":"1.0.0","codename":"","is_stable":true,"is_beta":true,"is_hidden":false,"is_deprecated":false,"categories":["55208138623ff50d009b2bf0","55494a226a82a10d00817ae5","55494ba7ee219b0d001743c8","55494bc1ee219b0d001743cc","56ead8c1df765617008bccaf","573a2073dd007d1700cf288f","579695b1f64c9f0e007cd76c","57969e3dfa1ff60e006a1274","579a4592fd9f3c0e008e4f4a","57ab9afe54fa780e006c5430","57b784f5b7ebd60e009cb4a6","58f686818193090f008cec76","59e79fbd4cf31900341d50c6","5b2436973fd93f0003dcf99d","5d824fb2ce98a801366098a2"],"_id":"55208137623ff50d009b2bef","createdAt":"2015-04-05T00:26:31.564Z","releaseDate":"2015-04-05T00:26:31.563Z","__v":15,"project":"55208137623ff50d009b2bec"},"category":{"sync":{"isSync":false,"url":""},"pages":["55496509c634cf2d0012507c","5549650ecd09b317005f8f4e","55496535a5ecbc1900321683","5549654dcd09b317005f8f53","55496557c634cf2d0012507e","55496563cd09b317005f8f55","55496673a5ecbc190032168a","55496682cd09b317005f8f5e","5549668da5ecbc190032168c","55497c3ea5ecbc19003216bd","55c1047d81dc010d00d50678","55c3cad1b0778d2100a7ebd8","5638e41e3539050d0008205f","563a2ac1f0c29b1700daaf98","563a2b7ef0c29b1700daafa2","563a2d83d25e8919005f3f05"],"title":"Features","slug":"features","order":2,"from_sync":false,"reference":true,"_id":"55494bc1ee219b0d001743cc","project":"55208137623ff50d009b2bec","version":"55208137623ff50d009b2bef","__v":16,"createdAt":"2015-05-05T23:01:21.408Z"},"user":"59e51455df6835002e0f0f8f","createdAt":"2019-10-30T22:44:38.940Z","__v":0,"parentDoc":null}

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 [block:callout] { "type": "warning", "title": "Availability", "body": "Custom Roles & Permissions are currently only available for Enterprise partners." } [/block] 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. [block:image] { "images": [ { "image": [ "https://files.readme.io/2f0155a-hello12.png", "hello12.png", 1020, 935, "#4a4a4a" ] } ] } [/block] From the team member page, select the 'Create Roles & Permissions' option [block:image] { "images": [ { "image": [ "https://files.readme.io/bdf6a84-hello13.png", "hello13.png", 1340, 929, "#ebebeb" ] } ] } [/block] 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. [block:image] { "images": [ { "image": [ "https://files.readme.io/10ca049-hello14.png", "hello14.png", 1320, 227, "#eaeaea" ] } ] } [/block] 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. [block:callout] { "type": "info", "body": "If you have any questions please feel free to reach out to us at [email protected]", "title": "Reminder" } [/block] ## **Custom Roles & Permissions Terms Defined** **Company:** [block:parameters] { "data": { "h-0": "RBAC Term", "h-1": "Defined", "0-0": "Manage Roles & Permissions ", "1-0": "Invite Users to Sonar", "2-0": "Manage Basic Settings", "3-0": "Manage Custom Webhooks", "4-0": "Manage Number Settings", "5-0": "Manage Properties", "6-0": "Manage Calendly Integration", "7-0": "Manage Tags", "8-0": "Access Analytics", "9-0": "Manage Facebook Messenger", "10-0": "Ability to Search", "11-0": "Manage Team Members", "12-0": "Manage Billing", "13-0": "Set Call Forwarding Number", "14-0": "Manage Tokens & Keys", "15-0": "Set URL Shortening Settings", "16-0": "Manage Slack Integration", "17-0": "Manage Away Messages", "18-0": "Export Customers & Messages", "19-0": "Manage Timezone", "20-0": "View All & New Threads", "21-0": "View Customer Management List", "0-1": "The ability to manage the role-based access controls of Sonar users in your organization.", "1-1": "Invite/add your team members, sales reps, and administrators to use Sonar's platform and collaborate with your team.", "2-1": "Manage 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.", "3-1": "Manage augmenting behavior of a web page or web application with custom callbacks.", "4-1": "Manage your preferred area code and country associated with your Sonar number.", "5-1": "Manage the characteristics and attributes associated with specific contacts or accounts.", "6-1": "Manage the Calendly integration feature, where you can automate the scheduling of meetings or showings.", "7-1": "Manage the tags you place on specific words, phrases, or actions. You can segment and search by these tags as well.", "8-1": "Access to view and interact with the analytic features and capabilities.", "9-1": "Gain permission to utilize your company's Facebook Messenger integration.", "10-1": "Search by contacts, tags, segments, or properties.", "11-1": "Manage the role assignment and access of team members.", "12-1": "With 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.", "13-1": "The ability to forward a text conversation into a phone call instantly.", "14-1": "Control and access to private tokens and keys, which grant access to Sonar's API.", "15-1": "Access for URL shortening settings for API messages, as well as mass messages and campaigns.", "16-1": "Manage the control and settings over the Slack integration.", "17-1": "The 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.", "18-1": "The ability to export contacts and chat conversations out of Sonar.", "19-1": "Manage the timezone associated with each contact or account. This is important to utilizing Sonar's Intelligent Timezone Compliance feature.", "20-1": "Gain access, visibility, and control of all text conversations from your organization or within your team.", "21-1": "Access and control to your organization's customer list and customer management settings." }, "cols": 2, "rows": 22 } [/block] **Customer:** [block:parameters] { "data": { "0-0": "Edit Name & Email", "1-0": "Edit Time Zone", "2-0": "Create New Properties", "3-0": "Delete Properties", "4-0": "Manually add to Campaign", "5-0": "Edit Contact Photo", "6-0": "Delete Customer", "7-0": "Edit Phone Number", "8-0": "Edit Zip Code", "9-0": "Edit Properties", "10-0": "Subscribe and Unsubscribe", "11-0": "Manually add to Follow-Up", "12-0": "Manually Add Customer", "h-0": "RBAC Term", "h-1": "Defined", "0-1": "Permission to edit the name and email of contact.", "1-1": "Permission to add and edit the time zone of a contact.", "2-1": "The ability to create new properties for a contact.", "3-1": "The ability to remove properties of a contact.", "4-1": "The ability to add and edit an API, drip (follow-up), or mass messaging campaign.", "5-1": "Permission to edit the photo associated with a contact.", "6-1": "The ability to delete a contact from your customer list.", "7-1": "Permission to edit the phone number associated with a contact.", "8-1": "Permission to edit the zip code of a contact.", "9-1": "Permission to editing customer properties.", "10-1": "This setting entails access to the subscribe and unsubscribe functions (subscribed: granting permission to receive messages).", "11-1": "The ability to add to and edit an existing follow-up campaign.", "12-1": "The ability to manually add a customer in Sonar." }, "cols": 2, "rows": 13 } [/block] **Message:** [block:parameters] { "data": { "0-0": "Manually Send Message", "1-0": "Snooze Thread", "2-0": "Use Attachments", "3-0": "Assign Threads", "4-0": "Close Thread", "5-0": "Use Canned Responses", "6-0": "Use Emojis", "7-0": "Add or Remove Tags", "h-0": "RBAC Term", "h-1": "Defined", "0-1": "Access and permission to manually send a text message through Sonar.", "1-1": "Permission to snooze a thread (snooze: re-alerting you after a period of time).", "2-1": "Permission to send attachments with text messages.", "3-1": "Access and control over assigning threads to respective agents or reps.", "4-1": "The ability to close and archive a thread.", "5-1": "The ability to use canned responses (prefabricated responses to frequently asked questions or common responses).", "6-1": "Gain access to use the emoji keyboard.", "7-1": "Access and permission to add and/or remove message tags." }, "cols": 2, "rows": 8 } [/block] **Canned Response:** [block:parameters] { "data": { "0-0": "Create Canned Response", "1-0": "Delete Canned Response", "2-0": "Edit Canned Response", "3-0": "Share Canned Response", "0-1": "The ability to create a canned response (canned response: predetermined responses to common inquiries or frequently asked questions).", "1-1": "The ability to delete a canned response.", "2-1": "The ability to edit a canned response.", "3-1": "The ability to share a canned response with a team member and send a canned response to a customer.", "h-0": "RBAC Term", "h-1": "Defined" }, "cols": 2, "rows": 4 } [/block] **Follow-Up Strategy:** [block:parameters] { "data": { "0-0": "Create Follow-Up", "1-0": "Review Follow-Up Results", "2-0": "Clone Follow-Up", "h-0": "RBAC Term", "h-1": "Defined", "0-1": "The 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).", "1-1": "The ability to review and analyze follow-up campaign results and metrics (located in Analytics tab).", "2-1": "The ability to duplicate a previous follow-up campaign." }, "cols": 2, "rows": 3 } [/block] **Campaign:** [block:parameters] { "data": { "h-0": "RBAC Term", "h-1": "Defined", "0-0": "Manage Campaign", "1-0": "Edit Campaign", "2-0": "Review Results", "3-0": "Create Campaign", "4-0": "Delete Campaign", "5-0": "Add more Contacts to Campaign", "0-1": "Permission to access and manage a messaging campaign.", "1-1": "The ability to edit a messaging campaign.", "2-1": "Access to review campaign results and metrics.", "3-1": "Permission to create a campaign. This entails previewing the campaign, defining the campaign setting, selecting the distribution segment/list, and scheduling the campaign.", "4-1": "The ability to delete a messaging campaign.", "5-1": "Access to add additional contacts to an existing campaign." }, "cols": 2, "rows": 6 } [/block]