Organizing your team members’ permissions in Sonar according to their specific roles has been proven to help drive revenue and growth. Using Custom Roles and Permissions enables each team member to focus on tasks that only pertain to their job description. In this 4-part series, we will go over common team roles and what their role-based access controls (RBACs) should look like in Sonar.
Administrator
Sales administrators act as a connecting piece between sales operations and the sales team. Admins help with software set-up and onboarding, being the liaison for sales software questions/issues, and hooking up integrations with their tech stack. They may also perform data admin duties for a sales team or office, such as monitoring sales reps’ hours and organizing daily sales results to present to higher management.
In Sonar
A Sonar admin will have full access to every feature, function, and capability in Sonar. This is essential for performing their duties. Not only will they have full access, but they should understand how each attribute works and how structuring roles and permissions affects their sales/marketing team(s). If any employee needs assistance in Sonar, the admin should be the first place they go for help. If they are unable to fix the issue, they will reach out to their dedicated Partner Experience Manager at Sonar.
Below is what a typical Administrator should have access to in Sonar:
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