Managing Your Users

As an organization administrator, you have the ability to update the user information for each of your team members. You can change who within your organization is given access anytime you want.

Editing User Information
  1. In the bottom left corner, click on Admin
  2. Click on Users
  3. Find the team member you would like to edit and click View/Edit
  4. After making your changes, click Save

SONAR Insight

In order to replace one user with another, the first user must be deleted and another one created as new.

Adding a User
  1. In the bottom left corner, click Admin
  2. Click on Users
  3. Click New User in the top right corner
  4. Enter the new User’s information and click save.  Phone number is recommended but not required.
  5. The new user will now receive an email with login instructions. Tell them to check their spam folder if they do not see it initially.

SONAR Insight

Please note that the login instructions will time out after 48 hours, so a new user should create their password immediately.