Add app users to a Team

Introduction

Adding Sanas app users to Teams allows you to group them logically based on projects, geographical location, work shift, etc. This will enable you to manage users and app licenses effectively and understand app utilization across your Sanas account.

This guide provides instructions on adding app users to an existing Sanas Team. See Create a Team if you need assistance with that.

When should you add app users?

Adding app users' details to a Team becomes mandatory for any Workspace with an app activation mode set to User Activation Key (UAK) or any Accent Translation Workspace with the default app activation mode. The reason is that the UAK activation mode needs app users’ credentials (User ID and Workspace ID) for app activation, which won't be possible before adding app users' details to a Team.

For other app activation modes like auto-activation, the app users’ details get added automatically under the Workspace’s default Team upon the user's first successful app activation. Portal users can move the app users to their respective teams if required.

Ways to add app users’ details:

You can add app users in the following ways:

• Sanas Portal UI: Enter the app users’ details through Sanas Portal UI.

• Bulk import: Add app users’ details in bulk via a template upload.

Before you begin

• Access: You’ll need the Sanas Portal access to add app users.

  • Admin: Admins can add app users to any Team in the Workspace.

  • Supervisor: Supervisors can add app users only to the Teams to which they are assigned as a Supervisor.

Add app user (via Portal UI)

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

2. Click Users from the navigation menu, then click Add users.

   

3. Enter the following app user details:

   • Ensure that the App User tab is selected.

   • Select a Team from the drop-down menu. All added users will be added to this Team.

   • Enter the User ID and the Name of the app user. User IDs must be unique for each user in a Team.

   • (Optional) Click Add another to add multiple app users.

4. Click Add users to save the details.

Add app users in bulk (via bulk import)

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

2. Click Users from the left, then click Bulk import.

   

3. Download the template file:

   • Ensure App User is selected.

   • Click Download template to download a local template copy.

     

4. Prepare the template file for upload.

   📔 Note: Maintain the original template structure to avoid any uploading errors.

   • Open the downloaded template file on your computer.

   • Enter the app user details (User ID, Name, Team) in the respective columns.

     ℹ️ Important: Ensure you enter the Team name correctly. If the Team you entered doesn’t exist in the Workspace, a new Team will be created, and app users will be assigned to it.

     

   • Save the prepared file on your computer.

5. Upload template:

   • Return to the Sanas Portal, click Select Excel file, and upload the prepared template file.

   • Click Review upload to start processing the file.

     

6. Review details:

   • Errors: Review the error summary or select Download error report if you encounter an error. Take the corrective actions accordingly and re-upload it.
     

   • Success: Review the summary or select Download report if the template uploads successfully.
     

7. Click Confirm upload to save the changes.

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