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Setup Guide: Configure Sanas account

Step-by-step setup of your preconfigured Sanas account: whitelisting, Portal access, admins, app users, and deployment.

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Written by Saurabh Mishra

Introduction

This guide walks you through setting up your Sanas account that was preconfigured by the Sanas team. If you don't have an account yet, contact our support team for assistance.

Prerequisites: Complete the Quickstart Guide for access requirements, planning decisions, and preparation steps before proceeding.

Estimated time: 15–20 minutes

1. Whitelist essential URLs

Add the following URLs to your network allowlist or firewall to access Sanas resources:

  • *.sanas.ai

  • *.document360.io

For the full per-service URL list, see System Requirements.

2. Access the Sanas Portal

  1. Go to portal.sanas.ai.

  2. Sign in with the credentials provided by the Sanas team.

Confirmation: You'll land on the Portal dashboard.

Note: If you haven't received your credentials, contact Sanas Support.

3. Review your account defaults

Your preconfigured account includes the following defaults:

Setting

Default value

Authentication mode

UAK (Unique Authentication Key)

Products

Based on your subscription agreement

Group structure

Default Group (system-generated)

Lock Configuration

Disabled

You can modify these settings based on your organization's needs. For detailed explanations of each option, refer to the Quickstart Guide.

4. Invite Portal administrators

Invite additional administrators to help manage users and settings.

  1. In the group tree, select the group where you want the administrator to have access.

  2. Go to Groups & Users > Portal Users.

  3. Select Invite Portal Users.

  4. Enter the user's email address and select a role from the dropdown.

  5. Select Send Invite.

Confirmation: The invited administrator receives an email with a link to access the Portal.

Tip: Create custom roles tailored to your business requirements. See Custom Roles for details.

5. Add application users

Add users to the Portal to grant them access to the Sanas desktop application.

Note: Skip this step if using Auto-activation. Users are added automatically on first sign-in and can be moved to other groups later.

Add individual users

Use this method to add up to 5 users at a time.

  1. In the group tree, select the group where you want to add users.

  2. Go to Groups & Users > App Users.

  3. Click Invite App Users or Add App Users. (The button label varies based on your authentication mode.)

  4. Enter user details based on your authentication mode:

Authentication mode

Required information

Email-Passcode or SSO

Work email address

UAK

Unique user ID, first name, last name

  1. Review the details, then click Invite App Users or Add App Users.

  2. If using UAK: share the credentials (Account ID and User ID) with the added users.

Bulk add users

Use this method to add many users at once via CSV.

  1. In the group tree, select the group where you want to add users.

  2. Go to Groups & Users > App Users.

  3. Click Bulk Add.

  4. Select Download CSV to get the template.

  5. Fill in the template:

Column

What to enter

User ID (required)

For UAK: unique user ID. For Email-Passcode/SSO: email address

First Name

User's first name

Last Name

User's last name

Group ID

Leave empty for the current group, or enter a specific Group ID

Tip: Find Group IDs at Groups & Users > Groups.

  1. Save the template and upload it to the Portal.

  2. Review the upload results:

    • Error report: Fix any validation errors and re-upload.

    • Action summary: Preview the changes before confirming.

  3. Select Add Users.

  4. If using UAK: share the credentials (Account ID and User ID) with the added users.

6. Deploy the Sanas application

Choose a deployment method based on your organization's needs.

Individual device installation

Provide users with the Sanas application installer for self-installation:

  1. Download the app installer: In the Portal, navigate to Get Sanas and select your preferred platform.

Caution: We recommend closing communication applications (if running) during the Sanas application installation, as this may cause audio disruption.

Platform

Steps

Windows

Right-click the installer and select Run as administrator. Follow the wizard.

macOS

Double-click the .dmg file. Follow the wizard.

(Optional) During the installation wizard, you can enter the Installer ID. The Installer ID is needed for auto-activation mode to work; skip this if using a different authentication mode.

Where do I find the Installer ID? In the Portal, navigate to Get Sanas to copy your Installer ID.

FAQ

I don't have my Portal credentials. What should I do?
Contact Sanas Support ([email protected]) to request your access credentials.

Can I delete the Default Group?
No. The Default Group is system-generated and cannot be deleted — it's required for auto-activation authentication mode. However, if you're not using auto-activation, you can use the Default Group like a normal group.

What's the difference between Account Admin and Group Admin?
Account Admin has full access to all Portal features, including account details and subscription management. Group Admin has the same access but cannot view or modify account details or subscriptions.

What's the difference between App Users and Portal Users?
App Users are end users who use the Sanas desktop application. Portal Users are administrators who manage settings and users through the web Portal.

What's next?

  • App User Guide — Get started with the Sanas desktop application.

  • Lock Configuration — Enforce consistent settings across your organization.

  • Custom Roles — Create custom portal roles for administrators.

  • Manage Groups — Structure your Sanas account effectively.

  • Authentication Modes — Learn more about the authentication modes for the Sanas App.

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