Team & Roles
Invite your team to Sonny and control what each person can access. There are no seat limits — add as many team members as you need at no extra cost.
Four roles
Every team member has one of four roles. Roles determine what they can see and do in your workspace.
Owner
Full control over the workspace. Can manage billing, team members, all settings, and the inbox. Every workspace must have at least one owner.
Admin
Can manage settings, team members, and the inbox. Cannot access billing.
Agent
Can use the inbox to handle conversations, manage contacts, and use saved replies. Cannot access settings, team management, or reporting.
Viewer
Read-only access to reporting. Cannot use the inbox or change any settings. Useful for managers who need visibility without inbox access.
Permissions at a glance
A quick reference for what each role can do.
| Feature | Owner | Admin | Agent | Viewer |
|---|---|---|---|---|
| View and reply to conversations | Yes | Yes | Yes | - |
| Manage contacts and tags | Yes | Yes | Yes | - |
| Use saved replies | Yes | Yes | Yes | - |
| Manage workspace settings | Yes | Yes | - | - |
| Manage websites and email channels | Yes | Yes | - | - |
| Invite and manage team members | Yes | Yes | - | - |
| View reporting dashboard | Yes | Yes | - | Yes |
| Manage billing and subscription | Yes | - | - | - |
Inviting team members
Only owners and admins can invite new members. You can also invite team members during the onboarding wizard when you first create your workspace.
Go to Settings > Users
Open the sidebar and navigate to Settings, then click Users. You need to be an owner or admin to access this page.
Click "Invite User"
Enter the email address of the person you want to invite. Select their role: Admin, Agent, or Viewer. You cannot invite someone directly as an owner — invite them first, then change their role.
They receive an email
The invitee receives an email with a link to join your workspace. The invitation expires after 7 days. You can cancel a pending invitation at any time from the Users page.
They sign up or sign in
If the invitee is new to Sonny, they create an account using the link. If they already have an account, signing in will automatically accept the invitation and add them to your workspace.
Managing team members
Changing roles
Owners and admins can change any member's role from the Users settings page. Only an owner can promote someone to the owner role. There must always be at least one active owner in the workspace.
Deactivating and removing
Owners and admins can deactivate a member to revoke their access without deleting their account. Deactivated members can no longer sign in to the workspace. You can also permanently remove a member, which deletes their workspace membership entirely. You cannot deactivate or remove the last remaining owner.
No seat limits
Sonny does not charge per seat. Add as many team members as you need — owners, admins, agents, and viewers — all included in your subscription at no extra cost.