Assign or revoke Supervisor to a Team

Introduction

This guide provides step-by-step instructions on assigning a supervisor to a team on the Sanas Portal.

Before you begin

• You’ll need admin access to the Sanas Portal to assign a supervisor.

• Ensure the intended user has the Supervisor role on the Sanas Portal. Modify the Portal user’s role if required.

Assign a Supervisor to a Team

📔 Note: You can assign multiple Supervisors to a Team if required.

1. Log in to the Sanas Portal using your credentials.

2. Click Users from the navigation menu.

3. Ensure you are on the App users tab.

4. Assign the Supervisor by:

   • If no Supervisor is assigned to a Team, click the add icon under the Team Supervisors column.
     

   • If the Supervisor is already assigned, click the ellipsis menu (⋮) next to the Team, then select Manage Supervisors.
     

5. Enter your desired Supervisor’s email address to search for and select them. If you don't find them, ensure they are assigned the Supervisor role on the Sanas Portal.
   

6. Once the Supervisor (s) are selected, click Save.

(Alternative method) Assign a Supervisor to a Team

1. Log in to the Sanas Portal using your credentials.

2. Click Users from the navigation menu, then select the Portal Users tab.
   

3. For the intended Supervisor, click on the drop-down menu under the Teams column.
   

4. Search the team and select to assign it. You can select multiple teams if required.
   

5. Click Apply to save the changes.

Revoke a supervisor from a Team

1. Log in to the Sanas Portal using your credentials.

2. Click Users from the navigation menu.

3. Ensure you are on the App users tab.

4. Click the ellipsis menu (⋮) next to the Team, then select Manage Supervisors.
   

5. Remove the intended Supervisor from the Manage Supervisors window.
   

6. Click Save.

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