Learn to add new team members to your Sona account and remove users when needed. This guide covers the complete team management process, from sending email invitations with appropriate roles to safely removing access. With these steps, you'll confidently manage your team's access and collaboration in Sona.
When to Use This / Prerequisites
When to Use This / Prerequisites
When to use: You need to onboard new team members or remove users who no longer need access
Prerequisites:
Admin or team management permissions in your Sona account
Valid email addresses for new team members
Understanding of role permissions within your organization
Step-by-Step Instructions
Step-by-Step Instructions
Step 1: Adding New Team Members
Step 1: Adding New Team Members
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 clearance needs
Choose the role with the minimum access required for their job functions
Click "Invite" to send the invitation
The new user will receive an email invitation to join your Sona account
Step 2: Removing Existing Team Members
Step 2: Removing Existing Team Members
Navigate to the Team page to view all current users
Select users for removal by clicking the checkbox next to their name
You can select multiple users if needed
Access the Actions dropdown and select "Remove Selected"
Confirm the removal to revoke their access immediately
Key Concepts / Best Practices
Key Concepts / Best Practices
Role Selection: Choose roles carefully to ensure 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 having a welcome process for new users once they accept invitations