Send New Welcome Emails for Account Setup

As an Office Manager, you can choose to send a new welcome email to an individual user or bulk send welcome emails to multiple users.  

Send a new welcome email to an individual 

You must be an Office Manager to send welcome emails. 

  1. Navigate to the Manage Organization view of the Sonar portal. 
  2. Click the Users tab.
  3. Search the user by name or extension number. 
  4. Navigate to the Advanced settings subtab for the user by either:
    1. clicking the pencil icon next to the user's name, and then selecting Advanced from the drop-down menu, or, 
    2. clicking on the user's name, and then selecting the Advanced subtab. 
  5. Under the "User Setup" section, click Send Welcome Email

Receipts will have 24 hours to complete the setup before the link expires. 

Bulk Send Welcome Emails to Multiple Users 

You must be an Office Manager to send welcome emails. 

  1. Follow steps 1 and 2 above to navigate to the Users tab. 
  2. Within the user list, click the checkmark box next to the names of the new welcome-email users. 
    Note: you can select all users by clicking the checkmark next to "Name" at the top of the list.
  3. When you're finished selecting users, click the Bulk Action in the top right corner. 
  4. Click the radio button next to Send Welcome Email.
  5. Click Complete Action. to finalize the process. 
    Receipts will have 24 hours to complete the setup before the link expires. 

Your First Sonar Login 

Welcome to net2phone Canada's Sonar portal! Use this article to help guide you through the initial account creation process. 

Don't wait: welcome emails have a 24-hour expiry. 

You will receive a welcome email that contains a link prompting you to complete your account setup by creating your password and voicemail PIN.

You must complete your account setup within 24 hours or the link will expire. 

 

Accepting the Welcome Email 

The steps below outline how to accept the welcome email and configure your secure password for the Sonar portal. 

  1. Open the Welcome Email and locate the Complete Setup link
  2. After clicking the link, you will be redirected to:
    1. enter a new password, 
    2. confirm your password, and, 
    3. create a voicemail PIN. 
  3. Click Save when you're done.

Reset your Sonar Password

Your net2phone Canada credentials are used for all applications and integrations linked to your Sonar account.  

3-Hour Password Reset Timeout 

Once the forgot password email has been sent, you only have 3 hours to reset your password. 

 

Your net2phone Canada Credentials   

Your login name consists of two elements formatted as “extension@company.com.”  

  1. your extension number, and, 
  2. your company's name (used as the domain name). 

E.g.: 101@organization.com 

Find your login information within net2phone Canada's initial welcome email, or generate a new email by clicking the forgot password/forgot login name link from Sonar's login page. 

 

How to Reset your Sonar Password 

  1. Open the client portal login page at https://net2phone.ca/client-login
  2. Under the login box, click the Forgot Password link.
  3. Enter your designated Sonar email to generate a password reset link. 
  4. Click Send.
  5. Once you have received the email, follow the instructions to reset your password.  

Your password must:

  • be a minimum of 8 characters.
  • have at least 1 capital letter.
  • have at least 1 number.   

Your pin must:

  • be at least 4 digits.
  • be only numbers.
  • be a combination of different numbers.
  • be in a non-sequential order.
Password Requirements 

Your Designated Sonar Email 

When you click Forgot Login Name, a new window will ask for the email linked to your extension. The login email generated is identical to the Welcome Email used to initiate your account. 

The only way to change your designated Sonar email is through the portal's profile section. Learn how to change your designated Sonar email address. 

 

Pro Tips for Office Managers 

If a user isn't receiving the email, you can check that the email in their profile is current and even add a second email. 

 

 

 

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