Add app users to a team

Introduction

This guide explains how to add app users to the Sanas Portal when User Activation Key (UAK) based app activation is configured.

Important ℹ️ : This procedure applies only when the app activation mode is configured as User Activation Key (UAK).

Understanding App Activation Methods

If you use Auto Activation or Single Sign-On (SSO), Sanas handles user additions differently:

• New Users: New users are automatically added to the "default team" of the applicable workspace. You can move the app user to other teams if required.

• Moving app users between teams: To move users between teams, see Move Users Between Teams.

Before you begin

You will need access to the Sanas Portal to perform the following procedure. Portal users with Supervisor roles can add app users within the assigned teams only, whereas Admin role users can add app users to any team.

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 App user details:

   Important ℹ️ : If adding multiple app users, all app users gets assigned to the selected team.

   

   • Ensure that the App User option is selected.

   • In the Team dropdown list, select the team to assign the user to.

   • In User ID, enter the app user ID. Ensure to maintain a unique User ID for each app user.

   • Enter the app user’s name.

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

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. Prepare the Template:

   Note 📔 : Maintain the original template structure.

   • Ensure that App User is selected.

   • Click Download template to download the template copy.
     

   • Add user details (User ID, Name, Team) in the dowloaded template.

     Important ℹ️ : Entering a team name that does not exist will create a new team with that name, and the user will be added to it.

4. Upload the template.

   • Click Select Excel file, upload the template, and select Review upload.

     

5. Review the upload.

   • Errors: If errors occur, review the summary or select Download error report. Correct the template for the reported error and select Re-upload.
     

   • Success: If successful, review the summary or select Download report.
     

6. Click Confirm upload to save the changes.

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