Articles on: Handling Enquiries in Sonas

How to Give Planning Portal Access from the People Section

Every enquiry and event in Sonas has a People Section. This is where you mange the customers associated with events, including their email access and planning portal access. This article will show you how to give a customer access to the Planning Portal. 


For information on the People Section as a whole, please see How to Use the People Section


Video Tutorial



How to Add Planning Portal Access to a Customer


  1. Click on the individual's name that you want to add access for. 
  2. Go to Actions > Give Access
  3. Click Save
  4. Select the welcome email you want sent. This email will provide login instructions. Welcome emails are managed in Venue Templates.
  5. Click Give Access to Save.
  6. A pop up will appear to confirm that you in fact want to give access, click OK.
  7. You will be redirected to the People Section main page and you will see the key icon is now Green, indicating access. 


Please note: the sent link is valid for 30 days. If you send a new link, it invalidates any previously sent links. 



How to Use the People Section


Add New People


Remove a Customer


Set Main Customer


Edit Customer Email Address


Revoke Access


Resend Login Email

Updated on: 16/03/2026

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