Overview
Adding people to your Sona workspace lets your team analyze visitor data and collaborate in one place. This guide covers the complete team management process, from sending email invitations with the right roles to safely removing access when someone no longer needs it. With these steps you can confidently manage who has access to your Sona account.
Before you start
Use this guide whenever you need to onboard new team members or remove users who no longer need access. Before you begin, make sure you have:
Admin permissions: admin or team management permissions in your Sona account.
Email addresses: valid email addresses for the new team members you want to invite.
Role awareness: an understanding of the role permissions within your organization, so you can grant the right level of access.
Adding new team members
To invite someone to your workspace:
Navigate to the Team page in your Sona account.
Enter the user's email address in the email field.
Select the appropriate role from the dropdown menu. Consider the user's daily tasks, department, and security needs, and choose the role with the minimum access required for their job.
Click Invite to send the invitation. The new user receives an email invitation to join your Sona account.
Removing existing team members
To revoke access for a user:
Navigate to the Team page to view all current users.
Select the users to remove by clicking the checkbox next to each name. You can select multiple users at once.
Open the Actions dropdown and select Remove Selected.
Confirm the removal to revoke their access immediately.
Best practices
Keep your workspace secure and well-organized with these habits:
Role selection: choose roles carefully so users have the minimum access required for their job functions.
Email accuracy: double-check email addresses before sending invites to avoid delays.
Access review: regularly audit your team list to ensure only active team members have access.
Communication: notify team members before removing their access when possible.
Onboarding: consider a welcome process for new users once they accept their invitations.
FAQs
Who can invite or remove team members?
Who can invite or remove team members?
You need admin or team management permissions to add or remove users. If you do not see the invite or removal controls on the Team page, ask an existing admin in your workspace to grant you the necessary permissions or to make the change for you.
How do I choose the right role for a new user?
How do I choose the right role for a new user?
Base the role on the user's daily tasks, department, and security needs, and pick the role with the minimum access required to do their job. This principle of least privilege keeps your workspace secure while still giving each person the access they need.
What happens when I remove a team member?
What happens when I remove a team member?
Removing a user revokes their access immediately once you confirm the removal. Where possible, let the person know beforehand. If they need access again later, you can re-invite them from the Team page.