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Workspaces

Every Sonara account operates within a workspace. Workspaces let you collaborate with your team - sharing agents, knowledge bases, phone numbers, and other resources.

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Team roles

RolePermissions
OwnerFull access. Can manage billing, delete workspace, and manage all members. One per workspace.
AdminCan manage agents, knowledge bases, phone numbers, and invite/remove members. Cannot manage billing or delete workspace.
MemberCan view and use agents, make calls, and access analytics. Cannot manage settings or invite others.

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Inviting team members

1

Navigate to Workspace

From the sidebar, click Workspace.
2

Go to Team Members tab

You’ll see a list of all current members and any pending invitations.
3

Click Invite Member

Click the Invite Member button (available to Owners and Admins).
4

Enter details

Provide:
  • Email - The person’s email address
  • Role - Member or Admin
5

Send invitation

Click Send. The invitee receives an email with a link to join your workspace.

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Managing members

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Viewing members

The Team Members tab shows:
  • Member name and email
  • Role (with color-coded badge)
  • Status (active or pending)

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Pending invitations

Invitations that haven’t been accepted yet appear in the Pending Invitations section, showing:
  • Invited email
  • Assigned role
  • Expiration date

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Removing members

Owners and Admins can remove members by clicking the remove button next to their name. This revokes their access to the workspace immediately.

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Switching workspaces

If you’re a member of multiple workspaces, use the workspace switcher in the sidebar to switch between them. Your current workspace is highlighted.