Getting Started
First Time Setup
Getting Started With Jobs
Getting Started with Ticketing
Setting Sonar up for Billing
Getting Started with Accounts
Getting Started with Inventory
Baseline Configuration
User Specific Resources
Accounts
Account Types: Overview & Example Use Cases
Account Statuses: Overview & Example Use Cases
Account Management View: Overview
Scheduled Events: Overview & Use Cases
Notes & Tasks: Best Practices & Use Cases
Child Accounts: Best Practices & How Tos
Disconnecting an Account
Account List View: Overview
Account Groups: Overview & Example Use Cases
Serviceable Addresses: Overview and Usage
Creating a New Account
Billing
Setting up Bank Account & Credit Card Processors
Billing Settings
Billing Defaults
Taxes Setup
General Ledger Codes: Overview
Services: Overview
Building a Data Service
Building Packages
Delinquency Billing Best Practices
Accounts in Vacation Mode
Batch Payments & Deposit Slips: Overview
Payment Reversal vs Refund vs Voiding
Creating Discounts for Services and Packages
Canadian ACH tool
Printed Invoice Batches: Overview
Delinquency Exclusions: Overview and Use Cases
Multi-Month Billing & Multi-Month Services
Email Invoice Batch: Overview
Billing Calculator
Proration Calculator
Communication
Setting up an Outbound Email Domain
Triggered Emails: Setup
Call Logs: General Best Practices
Using the Mass Email Tool
Email Messages: Example Content
Email Categories: Overview & Use Cases
Email Variables & Conditions
Trigger Explanations
Companies
Financial
Contract Templates
Invoice Attachment Use Cases & PDF Examples
Invoice Messages: Overview & Use Cases
FCC Form 477: General Overview and Usage
Invoices in Sonar: Examples, Creation & Contents
Integrations
Inventory
Setup of Inventory: Manufacturers, Categories, and Assignees
Inventory List View: Overview
Inventory Model Management: General Overview
Tracking and Using Consumable Inventory
Jobs
Job Types: Best Practices
Setting Up Schedules General Overview
Applying Task Templates to Jobs
Example Jobs & Templates
Geofences: Overview
Jobs and Scheduling: Overview
Mapping
Misc.
Monitoring
Building a Monitoring Template
Pollers: General Overview, Deployment Strategy, Build Out & Setup
Building Alerting Rotations
Networking
IP Assignments & Sonar
MikroTik: Setting Up a Sonar Controlled DHCP Server
Setting Up a DHCP Batcher
IPAM: Basic Setup
MikroTik as an Inline Device: Integration With Sonar
MikroTik: Controlling Speeds
MikroTik: Controlling Access
Setting Up CoA Proxy
RADIUS: Building Reply Attributes
Data Usage Available Methods
Pulse, Polling, and PHP
MikroTik: Creating a Self-signed Certificate for use in API-SSL
IPAM: Overview
Sonar Flow
RADIUS: Build-Out & Integration with Sonar
Network Dashboard: Overview
Building a Device Mapper
Sonar IP Addressing
Network Sites: Overview
Building RADIUS Groups
Building Address Lists
Finding your OIDs
Sales Whitepapers
Security
User Role Creation & Best Practices
Removing a Terminated Employee In Sonar
Password Policy In Depth
Application Firewall: General Overview and Best Practices
Users: Overview
Role Creation using GraphiQL
System
How to Best Use Global Search
How Your Data is Backed Up
How To Use GraphiQL to Understand the Sonar API
Frequently Used Terms
Sonar's Rich Text Editor
Mutations in the Sonar API
API Calls Using Third Party Applications - Personal Access Tokens
The New Sonar API
A Deeper Dive into the new Sonar API
Consuming the Sonar API
Filtering: Simple vs Advanced
API Wrappers for V1 Compatibility
My Info: Your Personal User Settings
Customizing your Customer Portal
Release Notes
Reporting
Ticketing
Ticketing: Overview
Canned Replies Examples & Templates
Canned Reply Categories
Inbound Mailboxes Example Build
Ticket Categories Best Practices & Example Build
Ticket Groups To Consider
Using Parent Tickets
How to Integrate Inbound Mailboxes with Slack
Accounting with Sonar
Working With the Sonar Team & Additional Resources
Table of Contents
- All Categories
- Accounts
- Account Groups: Overview & Example Use Cases
Account Groups: Overview & Example Use Cases
Updated
by Morgan Wynnes
What Are Account Groups?
Account groups are a simple method that can be used to classify and categorize accounts within your Sonar instance. Once an account group is created, you will be able to assign accounts to it during the account creation process, from the Edit Account window, or from within the individual account's page.
Creating a New Account Group
To create a new account group:
- Click into the Settings menu from the left-side panel
- Expand the items under Accounts by clicking the "+" next to it
- Click "Account Groups"
- Click "Create Account Group"
- Within the Create Account Group window that appears, enter in a descriptive name for your group and click "Create"
- The new account group will now be displayed within the Account Groups table, where you can also edit or delete it
Adding an Account to a Group
An account can be added to a group during the account creation process (through the Create Account window), or from any area in Sonar where the Edit Account window can be opened (such as the Account list screen, the individual account's management page, etc.).
- Navigate into a screen that allows you to edit the account you wish to add
- Open the Edit Account window
- Using the "Groups" drop down menu, select the account group that you want to add the account to
- Click "Save"
- The group(s) that an account belongs to will be displayed within the Account list view, as well as the individual account's management page
Example Use Cases
Account groups can be used in a variety of ways within Sonar, such as when creating address lists, creating RADIUS groups, sending out mass emails, creating services, etc. Below are a few examples of some different ways that account groups can be implemented to help streamline internal processes:
- To quickly identify tower hosts: having a Tower Host account group would provide a visible indicator for accounts where you're providing a data service to an address in return for them hosting your wireless service tower, while also allowing you to allocate IP addresses and services to this account. In addition to this, you could also set up a Tower Host discount that is only able to be applied to accounts who are members of this group.
- To remind customers about a required action: when moving to a new billing system, all customers who previously had a credit card on file but have not yet added their credit card information into the new system are placed into the "Credit Card Pending" account group. Then, every other day a mass email is sent out to this group, reminding them that their billing information still needs to be updated into the new system. Through the use of Sonar reporting, each day a report is generated that contains customers who are in the Credit Card Pending group and have a credit card on file - based on this report, the customers who have added their credit card information are removed from the Credit Card Pending group and therefore no longer receive the mass email.
- For limiting service to a specific group: as service plans change and certain legacy services are discontinued, by associating a legacy service with a Legacy Customers account group, we can continue to accommodate our legacy customers while restricting the service from being offered or applied to new customer accounts that are not within the group.