Configure Auto-Activation for Sanas App

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Introduction

Auto-Activation is an app authentication mode that does not require any manual credential entry from the user. Instead, it verifies a user's access to the Sanas App using the following computer details:

  • Connected organization domain (Windows)

  • Host name (macOS)

  • Logged-in user profile

If the above details match an active user on the Portal, the user automatically gets access to the Sanas App.


How it works

When Auto-Activation is configured, Sanas verifies the user's access in real time upon app launch using their computer details. Upon successful verification, a new app session starts automatically — no manual login required.

Automatic User Creation

Automatic User Creation is an additional feature that works alongside Auto-Activation and SSO to eliminate the requirement of manually adding users to the Portal.

When Automatic User Creation is enabled, Sanas checks whether the user exists on the Portal and acts accordingly:

  • If the user exists, the user is granted access to the Sanas App.

  • If the user does not exist, a new user account is created on the Portal, and the user is granted access to the Sanas App.

Newly created users are mapped to a Group based on the Installer ID configured on their computer. Installer IDs are unique Group identifiers found on each group's Get Sanas page. There are two types:

  • Group Installer ID — New users are added to the specific group associated with this ID.

  • Account Installer ID — New users are added to the Default Group.


Before you begin

  • Ensure your Portal role has Group Settings or Account Settings: Full Access to configure the authentication mode for a group or the entire account.

  • Ensure the correct Installer IDs are configured on all intended users' computers before enabling Auto-Activation. For instructions, see update installer ID.


Configure Auto-activation

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

  2. On the Group Tree, select the group you want to configure. To apply Auto-Activation across all groups, select your Sanas Account instead.

  3. Go to Settings > Configuration > Application Authentication.

  4. Select Auto Activation, then click Save.
    Settings page showing application authentication options including auto activation feature.

  5. (Optional) Enable the Lock Configuration toggle to prevent subgroups from modifying the authentication mode.

  6. Confirm that Auto-provisioning is enabled:

    The Automatic User Creation toggle is vissible only when you’ve configured Auto-activation as your preffered authetnication mode.

    1. Verify that the Automatic User Creation toggle is enabled. Configuration settings for user activation and automatic user creation in the application.

    2. (Optional) Enable the Lock Configuration toggle to prevent subgroups from modifying Auto-provisioning.

Note: If you have existing App users who are currently active on the Portal, ask them to end their current session and relaunch the Sanas App to authenticate via Auto-Activation. Additionally, group administrators should review and deactivate any previously created user accounts to prevent duplicate entries within the group.


Support

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