As an office manager, you have the ability to update any user’s profile information.

How to Edit a User’s Profile 

As an Office Manager, you have the ability to update any user’s profile information. You must be in Manage Organization to access the Users tab. 

1. Click on the Users tab.
2. Find the user’s name that you would like to update and click on their name, or the pencil icon to edit.
   You can search for a user by extension or name.
3. Within the user's configuration page, Profile settings are automatically opened within the first subtab; update or change any information in the user’s profile. Always ensure their email address is correct. 
4. Click Save. 

Reboot the user's phone.

For changes to take effect, a desk phone must be rebooted. To reboot your phone, unplug the ethernet cable and plug it back in, ensuring you plug it back into the LAN port. 

As an Office Manager, you can update the answering rules for any user. It's best practice to send calls straight to voicemail when someone is out of the office. 

How to Update a Answering Rules 

As an Office Manager, you have the ability to update any user’s answering rule information. You must be in Manage Organization to access the Users tab. 

1. Click on the Users tab.
2. Find the user’s name that you would like to update and click on their name, or the pencil icon to edit.
   You can search for a user by extension or name.
3. In the user's configuration page, click the second subtab to open Answering Rules.
4. If the user already has an out-of-office answering rule, use the arrows on the left to drag-and-drop a rule to the top of the list to change priority.
5. Click Save before navigating away from this page. 

As an Office Manager, you can update the voicemail settings for any user. Sometimes employees need to call in sick at the last minute or leave early due to an emergency.  

How to Update a User's Voicemail Greeting 

As an Office Manager, you have the ability to update any user’s profile information. You must be in Manage Organization to access the Users tab. 

1. Click on the Users tab.
2. Find the user’s name that you would like to update and click on their name, or the pencil icon to edit.
   You can search for a user by extension or name.
3. In the user's configuration page, click the third subtab to open Voicemail settings.
4. (Optional) To add a new Voicemail Greeting, click the speaker icon under the Greeting section to manage recordings. Learn how to Create a New Voicemail Greeting.  
5. Click the drop-down menu and select the voicemail greeting.
   If the user has multiple greetings they will be displayed in this list.
6. Click Save before leaving the page.

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.

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. 

• Learn how to force password resets.
• Learn how to send a user a new Welcome email.
• Learn more about managing user profiles.  

 

If a user forgets their password, they can go through the "Forgot Login or Password" process, or you can "Force Password Reset" and send a recovery email. 

There are two methods of forcing password resets. 

1. Send to an individual user.  
2. Send bulk to multiple users.  

How to Force Reset a User's Password 

You must be in Manage Organization to access the Users tab.  

1. Log in to the Sonar portal with Office Manager credentials.  
2. Navigate to the Users tab.
3. Find the user by scrolling or using the search (name, extension number, or department) and click on the user's name or the pencil icon to edit, 
4. Click the Advanced subtab.
5. Click Force Password Reset. 

How to Send Bulk Password Resets to Multiple Users 

You must be in Manage Organization to access the Users tab.  

1. Click the Users tab.
2. Scroll through the user list and click the checkmark box for the users you want to password reset.
   Pro Tip! Select All Users by clicking the checkmark box next to "Name" at the top of the list.
3. When all the users are selected, click the Bulk Action in the top right corner.
4. Click the radio button for Force Password Reset.
5. Click Complete Action.

Example "Force Password Reset" Recovery Email