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Admins also have the ability to delete other team members as well.\n  * **Team Members** - team members are able to add customers, set up canned responses and away messages, along with access to analytics and other data. Team Members cannot delete other team members, but can still invite others.\n\nRead the table below to see more details on the permissions for each role\n\n:heavy-check-mark: : Has permission\n:small-blue-diamond: : Only on yourself\n\n##Team Members\n\nRoles | Admin | Team Members\n------ | ----------- \nInvite People | :heavy-check-mark:  | :heavy-check-mark: \nAssign Roles | :heavy-check-mark:  |\nBulk Customer Actions | :heavy-check-mark:  |\nSet Availability | :heavy-check-mark:  | :small-blue-diamond: \nDelete Agents | :heavy-check-mark: |\n\n##Customers\nRoles | Admin | Team Members\n------ | ----------- \nAdd Customers | :heavy-check-mark:  | :heavy-check-mark: \nImport Customers | :heavy-check-mark:  | :heavy-check-mark: \nSearch Customers | :heavy-check-mark: | :heavy-check-mark: \nEdit Customers | :heavy-check-mark: | :heavy-check-mark: \nDelete Customers | :heavy-check-mark: | :heavy-check-mark: \n\n##Tools\nRoles | Admin | Team Members\n------ | ----------- \nEnable/Disable Away Messages | :heavy-check-mark:  | :heavy-check-mark: \nEdit Office Hours of Away Messages | :heavy-check-mark: |\nIndividual Canned Responses | :heavy-check-mark:  | :heavy-check-mark: \nCreate Shared Canned Responses | :heavy-check-mark: |\nDelete Shared Canned Responses | :heavy-check-mark: |\nEdit Shared Canned Responses | :heavy-check-mark: |\nCampaigns | :heavy-check-mark: |\nAnalytics | :heavy-check-mark: | :heavy-check-mark: \nPing Widget | :heavy-check-mark: |\nExport | :heavy-check-mark:  | :heavy-check-mark: \n\n##Settings\nRoles | Admin | Team Members\n------ | ----------- \nMy Account | :heavy-check-mark:  | :small-blue-diamond:\nCompany Settings | :heavy-check-mark: |\nNumber Settings | :heavy-check-mark: |\nEmail Notifications | :heavy-check-mark:  | :small-blue-diamond: \nSlack Integration | :heavy-check-mark: |\nCustom Webhook | :heavy-check-mark: |\nFacebook Messenger | :heavy-check-mark: |\nBilling Information  | :heavy-check-mark: |","excerpt":"","slug":"team-management","type":"basic","title":"Team Member Management"}

Team Member Management


[block:api-header] { "type": "basic", "title": "Invite Team Members" } [/block] To invite team members to Sonar, from the Menu bar, click on "Team Members". In this modal, enter the team member's email address (i.e. contact@sendsonar.com) and click on the "Invite" button. [block:image] { "images": [ { "image": [ "https://files.readme.io/ab92851-d23be04-Screen_Shot_2016-08-17_at_5.28.31_PM_1.png", "d23be04-Screen_Shot_2016-08-17_at_5.28.31_PM_1.png", 3524, 1034, "#d7d9da" ], "border": true } ] } [/block] [block:api-header] { "type": "basic", "title": "Roles and permissions in Sonar" } [/block] In Sonar, there are two roles a person can have: * **Admins** - admins have the highest level of permission, access to certain features, and control on settings: campaigns, ping widget, slack integration, custom webhook, number settings and much more. Admins also have the ability to delete other team members as well. * **Team Members** - team members are able to add customers, set up canned responses and away messages, along with access to analytics and other data. Team Members cannot delete other team members, but can still invite others. Read the table below to see more details on the permissions for each role :heavy-check-mark: : Has permission :small-blue-diamond: : Only on yourself ##Team Members Roles | Admin | Team Members ------ | ----------- Invite People | :heavy-check-mark: | :heavy-check-mark: Assign Roles | :heavy-check-mark: | Bulk Customer Actions | :heavy-check-mark: | Set Availability | :heavy-check-mark: | :small-blue-diamond: Delete Agents | :heavy-check-mark: | ##Customers Roles | Admin | Team Members ------ | ----------- Add Customers | :heavy-check-mark: | :heavy-check-mark: Import Customers | :heavy-check-mark: | :heavy-check-mark: Search Customers | :heavy-check-mark: | :heavy-check-mark: Edit Customers | :heavy-check-mark: | :heavy-check-mark: Delete Customers | :heavy-check-mark: | :heavy-check-mark: ##Tools Roles | Admin | Team Members ------ | ----------- Enable/Disable Away Messages | :heavy-check-mark: | :heavy-check-mark: Edit Office Hours of Away Messages | :heavy-check-mark: | Individual Canned Responses | :heavy-check-mark: | :heavy-check-mark: Create Shared Canned Responses | :heavy-check-mark: | Delete Shared Canned Responses | :heavy-check-mark: | Edit Shared Canned Responses | :heavy-check-mark: | Campaigns | :heavy-check-mark: | Analytics | :heavy-check-mark: | :heavy-check-mark: Ping Widget | :heavy-check-mark: | Export | :heavy-check-mark: | :heavy-check-mark: ##Settings Roles | Admin | Team Members ------ | ----------- My Account | :heavy-check-mark: | :small-blue-diamond: Company Settings | :heavy-check-mark: | Number Settings | :heavy-check-mark: | Email Notifications | :heavy-check-mark: | :small-blue-diamond: Slack Integration | :heavy-check-mark: | Custom Webhook | :heavy-check-mark: | Facebook Messenger | :heavy-check-mark: | Billing Information | :heavy-check-mark: |