Sonar Office Manager Access: My Account, Manage Organization, and Account Preferences

Office Managers can access all user information and company call history and update settings that may affect an entire organization. As an Office Manager, you have additional functionality within the Sonar portal. By switching your interface view, you can access different tabs specific to your personal settings (My Account), your company's settings (Manage Organization), or billing information (Account Preferences). 

My Account, Manage Organization, Account Preferences  

Each view offers different access points. It is important to understand where to find all the features Sonar offers. To learn more, see Understanding Office Manager Views and Access.

Utilize My Account to access the same functionality as Basic Users, allowing you to manage your personal settings. 

Utilize Manage Organization to access advanced configuration settings, manage users, collect data reports, and more.  

Utilize Account Preferences to access billing information, authorized contacts, and company call recordings. 

If you want to become an Office Manager, you must acquire approval from an Account Administrator. Learn more about how new office managers are supported at net2phone Canada.  


Switch from Manage Organization to My Account 

  1. Click your name in the top right corner.
  2. In the drop-down menu, click My Account.

Switch from My Account to Manage Organization  

Click the Manage Organization link, at the top of the page.

Access Account Preferences 

Account Preferences allows you to access billing information, authorized contacts, and company call recordings. 

  1. Navigate to the Manage Organization view of the Sonar portal. 
  2. Click on Account Preferences at the top of the page.
  3. Reauthenticate your login. 

Not Seeing Account Preferences

Sometimes, when your browser has an ad-blocker enabled, the Account Preferences navigation link does not appear. Try pausing your ad-blocker on Sonar and refreshing the page. 


Return to My Account from Account Preferences 

When you leave Account Preferences, Sonar will bring you back My Account, rather than Manage Organization

To return to My Account, click the Sonar link at the top of the page.


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