Team Members

The team members page lets you manage who has access to your SonicSaaS instance, their roles, and their organization restrictions.

Inviting Members

To add a new team member:

1. Navigate to Team Members
2. Enter their email address
3. Select a role (Admin, Operator, Viewer, or Auditor)
4. Optionally restrict them to specific organizations
5. Send the invitation

The invited user will receive an email with a link to create their account and join your team.

Managing Roles

Each team member has a role that determines what they can do. See Roles & Permissions for the full role descriptions and permission matrix.

You can change a member’s role at any time — the new permissions take effect on their next request.

Organization Restrictions

Non-owner members can be restricted to specific organizations. When restricted, they can only see and manage devices belonging to their assigned organizations. This is useful for:

• MSP technicians who manage specific client accounts
• Junior staff who should only access certain sites
• Contractors with limited scope

Removing Members

When you remove a team member:

• Their sessions are revoked immediately
• Their account is soft-deleted (not permanently removed, preserving audit trail)
• They can no longer sign in
• The removal is recorded in the audit log

Related

• Roles & Permissions — role descriptions and permission matrix
• General Settings — team name and organization management
• Audit Log — track team management actions