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Roles

See how Sona's Roles page lists each teammate's role, organization, and access status, and where to go to update roles or invite new members.

Overview

Sona's Roles page gives admins a read-only overview of everyone who has been invited to your organization through the Teams section. Use it to see each person's role and related attributes in one table, so you can manage and review team access at a glance.

The roles table

When you open the Roles page, you'll see a table with the following columns:

  • Name: the full name of the individual.

  • Organization: the organization or company the individual belongs to.

  • Immutable: whether the role assigned to this individual is fixed and cannot be changed, shown as Yes or No.

  • Id: a unique identifier for the individual, used for tracking and system reference.

How to use the Roles page

Use the table to manage and review access across your organization:

  1. Review the table to understand the roles assigned to each individual in your organization.

  2. Use the Immutable column to identify roles that are fixed and cannot be altered.

  3. Reference the Id column for troubleshooting or integration purposes when working with other systems.

Note: to update roles or invite new members, go to Workspace Settings: Invite Team Members to Sona.

FAQs

What does the Roles page show?

The Roles page lists everyone who has been invited to your organization, along with the role assigned to each person. It shows each individual's name, organization, whether their role is immutable, and their unique Id. It is a read-only view for reviewing team access rather than for making changes.

What does Immutable mean for a role?

A role marked Immutable: Yes is fixed and cannot be changed from the Roles page. Roles marked No can be updated. Use this column to quickly identify which team members have a locked role versus one that can be adjusted.

How do I change someone's role?

The Roles page itself is view-only. To change a role or invite a new team member, go to the Teams section under Workspace Settings, where you can manage who has access to your organization and what role they hold.

What is the Id column used for?

The Id column is a unique identifier for each individual in the table. It is useful when troubleshooting an access issue or when referencing a specific team member while working with another system or with Sona support.

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