Manage CRM Permissions

Edit a teammate's name, email, role, or password (or remove them entirely) directly from their user profile in Sona.

This guide explains how to edit a user profile or delete it if needed.

Edit User Profile

Click on the target user's email.

Zoomed in user

Edit the user's name, email, password, or role as needed.

Edit user screen

Click Save to apply your changes.

Save user edits

Click on the target user's email.

Zoomed in username

Click the Delete User button.

Hovered name

Click Save to confirm user removal.

Confirm delete user

info

Deleting a user removes their access immediately. If you need to temporarily restrict access, consider changing their role to Viewer instead.