People in your organisation can be invited to the Portal so that they can view reporting dashboards and manage member access to the Sonder App.
|
🤔 Important note: User access levels All people within your organisation that are invited to the Portal will have full administrative access (allowing them to view and manage member access to Sonder, view reporting dashboards and invite other users to the Portal). Please keep this in mind when deciding who should/should not be provided with access. |
Invite a new user
To invite a someone from your organisation to the Portal, click on the 'Invite users' button to proceed.
|
🙋 Is there a limit on how many users I can invite to the Sonder Portal? Your organisation has been provided with 10 'User Seats' which can be assigned to people within your organisation so that they can access the Portal. Please contact your Customer Success Manager to discuss increasing your User Seat Count. |
Enter user data
First Name: This is used to create a profile for the new user. This field is mandatory.
Last Name: This is used to create a profile for the new user. This field is mandatory.
Email Address: This is the unique identifier for the new user and is where their email invitation to access the Portal will be sent. This field is mandatory, and cannot be updated once it is set.
Once user data has been successfully added, you can click ‘Send Invite’ to finalise this process. This will create a profile for this user and send them an email invitation which they can use to access the Portal.
|
🙋 Providing a user with access to multiple company portals A unique email address is required per user, per company that has access to the Portal. In the instance that you would like to invite a user that already has Portal access through another organisation, you will need to first remove their existing access before you proceed to send them another invitation. |
View Users
You can view a list of all the people within your organisation that have access to the Portal at any time by navigating to the 'User Management' area.
Each user is assigned a status that indicates if they have logged into the portal previously.
Active - This user has access to the Portal and has logged in successfully.
Invited - This user has been provided access to the Portal, but has not yet logged in.
Editing User Details
To edit the details of a single user, navigate to the User Management area and click on the 
Edit user data
First Name & Last Name: Changes made to an user's name will be reflected immediately within the Portal (including user communications and the Homepage).
Email Address: This is the unique identifier that is associated with the user and cannot be edited. If need to make a change to the email address of a user, we recommend deleting their user profile first and then creating a new user profile.
Once user data has been successfully updated, you can click ‘Update’ to finalise your changes.
Deleting Users
User access to the Portal can be removed individually by navigating to the 'User Management' area and clicking on the 
The following screen will then be displayed:
Cancel: Selecting this option will close the dialog and allow you to return to the User list without deleting this user.
Delete User: Selecting this option will remove this user from the User list, and update your organisations Available 'User' seats accordingly.
|
🙋 How long does it take for deleted users to lose access to the Sonder Portal? Once a user is deleted, they will lose access to the Sonder Portal within several minutes. |