1. Overview
Once your team members have joined Sondar.ai, you may need to update their roles, adjust permissions, or remove users as your team evolves. Here’s how to effectively manage your team members within Sondar.ai.
2. Updating Permissions for Team Members
If a team member’s responsibilities change, you can update their role to grant them more (or fewer) permissions:
1. Navigate to the Team tab.
Log into Sondar.ai and go to Settings > Team.
2. Select the Team Member to Edit
Click on Edit option next to their name.
3. Adjust Their Role
Choose the new role from the available options:
Admin – Full control, including managing team members.
Member – Can create and edit surveys but not manage users.
4. Save changes
Click Save to apply the update.
3. Removing or Replacing Team Members
If a team member no longer needs access, you can remove their access:
1. Navigate to the Team tab.
Log into Sondar.ai and go to Settings > Team.
2. Select the Team Member to Edit
Click on Edit option next to their name.
3. Update their status
Set their status to Paused.
4. Save the change
Click save to confirm the changes.
What Happens When You Remove a Team Member?
• They will no longer be able to log in or view team data.
• Their previous activity (such as surveys they created) will remain accessible.
• If the removed user needs access again, simply update their status to Active.
By keeping your team’s roles up to date, you ensure that everyone has the right level of access while maintaining security and collaboration efficiency.