Quick Start Guide

Welcome to Sanas Admin portal!

You are just a few steps away from kickstarting a seamless calling experience for your team. As the first step, log in to the Sanas Admin Portal with the credentials Sanas shared in the welcome email.

Missing your credentials?

Contact our support team for assistance.

What will you need?

• Infrastructure admin access: Administrative access to deploy applications on your team's computers.

• Stable internet connection: A stable working internet connection is needed to complete the steps below.

Setup Process

Follow the below configuration steps:

Step 1: Access the Admin Portal

Log in to the Sanas Admin Portal using the credentials provided in your welcome email.

Step 2: Invite admin/ supervisors to your Sanas workspace

Invite other Admins and Supervisors to help manage your Sanas workspace. These users will be able to manage teams, configure settings, and monitor performance.

Learn more about Roles on Sanas Admin Portal.

Sanas Admin Portal Access

Only users with Admin or Supervisor roles can access the Sanas Admin Portal.

Refer to guide on Invite admin/ supervisor users for detailed instructions.

Step 3: Add Users to Teams

Add the app users to their specific teams.

Sanas Desktop App Access

App users are the end users (Agents) who use the Sanas Desktop App for calling. Unlike Admins and Supervisors, App users only have access to the Desktop App — not the Admin Portal.

You can add users using either method:

• Bulk upload (Recommended): Upload multiple users simultaneously using our CSV template. Refer to app users bulk import for detailed instructions.

• Manual addition: Add users individually through the Sanas UI.

  

Step 4: Deploy Sanas Desktop App

App Auto-Activation

Use the Sanas Auto-Activation feature (available from app version 2.24.1104.5 and above) to automatically add domain-joined machines to your workspace — eliminating the need to share credentials manually.

If your organization centrally manages users’ devices, you can deploy the Sanas Desktop App across your fleet. On the first app launch, users will be asked to activate the app using the Workspace and User ID.

For detailed instructions, refer to our guide to Install Sanas Desktop app (AT app version 2.24.1009.3 and above) and app activation.

Installation guide for older app versions (2.24.830.1 or before)

Use this installation guide if you’re deploying older AT app version (2.24.830.1 or before).

To ensure optimal performance, check the system compatibility from the Download App page and review our Recommended System Settings for the best calling experience with Sanas.

Step 5: Whitelist Required URLs

Whitelist the below URLs for seamless app operation. Refer to this external guide for instructions on whitelisting URLs on Google chrome:

• *.sanas.ai - Required for license activation and telemetry

• https://cdn.auth0.com - Used to download the Sanas Desktop App (hosted on a secure CDN)

• *.document360.io - Provides access to Sanas product documentation

What’s next?

• Share Activation Credentials: If you’re using the User Activation Key (UAK) method, share the Workspace name and User IDs with your app users.

• App activation: App users will activate the app using the credentials provided. See the App Activation Guide for details.

• Explore More Admin Guides: Visit our Administrator Documentation to learn about advanced configurations and additional features.

Support