Create a Team

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About

This guide explains Sanas Teams and how to create a new Team.

Sanas Team

Sanas Team is the most unit-level space in your Workspace that you can utilize to group users using the Sanas app. You can make teams based on the projects, operations, geographical location, working shits, etc.

Before You Begin

  • You must have Admin privileges on the Sanas Portal to create a Team.

Create a new Team

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

  2. Click Users from the navigation menu.

  3. Click Create Team.

  4. Enter the following details for the new Team:

    Parameter

    Value

    Team

    Enter a suitable team name.

    Supervisor

    (Optional)

    Search for and assign a supervisor to the Team. If required, you can skip this step now and assign it later. Assigning multiple supervisors for a Team is allowed.

    ๐Ÿ“” Note: If you don't find your intended person to assign as supervisor, ensure the user is assigned the Supervisor role.

    Add Users

    (Optional)

    ๐Ÿ“” Note: If required, you can skip adding app users at this satge, and add them later.

    Add app users to the newly created Team by:

    • User ID: Enter the User ID. The User ID must be unique for each app user.

    • Name: Enter the app userโ€™s name.

    • Click Add Another to add multiple app users.

  5. Click Create Team to finalize the setup.

Support

Need help? get in touch with our Support Team for assistance.