Roles and Permissions: Admin vs User

Know what each role can do before you invite — Admins control integrations and settings, while Viewers can browse data without making changes.

In Sona, roles determine a teammate's level of access and control. Below are the key differences between the Admin and Viewer roles.

Admin

1. User Management:

   • Can add or remove other teammates from Sona workspace.
   • Assign Roles (Admin or Viewer to teammates.

2. Connectors Management:

   • Can connect and configure all integrations such as CRMs (e.g., Hubspot, Salesforce), sales automation tools (e.g., Apollo.io, Outreach.io).
   • Assign Roles (Admin or Viewer) to teammates.

3. Audience Access:

   • Can create audience list
   • Report Access:
   • Can create Derived Reports
   • Can create Blended Reports
   • Can create Account Lists
   • Can create People Lists

4. Settings:

   • Able to manage General Settings like Intent Signals, Intent Trends, Scoring, etc.
   • Data Management & Deletion:
   • Can delete accounts and people contacts within Sona

Viewer

1. Restricted Management:

   • Cannot add or remove other teammates from Sona workspace.
   • Limited Connectors Access:
   • Can only view connected accounts

2. Audience Access

   • Able to view Account List table and use filters.

tip

When onboarding your sales team, start them as Viewers — they can browse account data and intent signals without the risk of accidentally changing integration settings or alert configurations.