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Quickstart Guide

Prepare for a successful Sanas account setup: access requirements, data to gather, and key decisions to make upfront.

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Written by Saurabh Mishra

Introduction

This guide prepares you for a successful Sanas account setup. Before diving into configuration, review the permissions you'll need, gather the required information, and make key decisions upfront.

This guide covers:

  • Access requirements — Permissions and expertise needed to complete the setup.

  • Data preparation — Information to gather before you begin.

  • Key decisions — Strategic choices to make before you begin.

  • Account setup — Begin with your Sanas account setup.

Access requirements

Ensure you have the following permissions before starting:

Requirement

Why you need it

Network admin access

To whitelist Sanas URLs on your organization's firewall, ensuring uninterrupted access to Sanas resources.

Application installation rights

To install the Sanas desktop application. Your specific needs depend on your deployment method (see below).

Installation rights by deployment method:

  • Local installation: Local administrator access on individual computers.

  • Remote deployment: IT admin access to your endpoint management software (e.g., Microsoft Intune).

Data preparation

Gather the following information before starting your account setup:

Information

Description

Application user list

List of users who will use the Sanas desktop application.

Portal administrator list

List of administrators who will manage users and settings through the Sanas Portal.

Key decisions

Before configuring your account, decide on the following. You can proceed with default settings, but we recommend reviewing these options to create the best experience for your team.

  • What Group structure should I create for my organization?

  • What Portal roles should I assign to my administrators?

  • Which authentication mode should I use for my team?

  • How should I deploy the Sanas application to users?

Proceed with account setup

You're ready to begin. Proceed with the account setup flow.

Default settings:

  • Authentication: UAK (Unique Authentication Key)

  • Products: Based on your request

Next: Setup Guide: Configure Sanas account

Support

Need help? Get in touch with our Support Team for assistance.

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