Setup Guide: Configure Sanas account

  • Updated on Apr 16, 2026
  • Published on Mar 6, 2026
  • 3 minute(s) read
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Introduction

This guide walks you through setting up your Sanas account that was preconfigured by the Sanas team. If you don't have an account yet, contact our support team for assistance.

đź’ˇ Prerequisites: Complete the Quickstart Guide for access requirements, planning decisions, and preparation steps before proceeding.

Estimated time: 15–20 minutes

A large green circle with the number one prominently displayed in black. Whitelist essential URLs

Add the following URLs to your network allowlist or firewall to access Sanas resources:

  • *.sanas.ai

  • *.document360.io

A large number two in a green circle, indicating a step or level. Access the Sanas Portal

  1. Go to portal.sanas.ai.

  2. Sign in with the credentials provided by the Sanas team.

Confirmation: You'll land on the Portal dashboard.

đź’ˇ Note: If you haven't received your credentials, contact Sanas Support.

A large number three displayed prominently in a circular design. Review your account defaults

Your preconfigured account includes the following defaults:

Setting

Default value

Authentication mode

UAK (Unique Authentication Key)

Products

Based on your subscription agreement

Group structure

Default Group (system-generated)

Lock Configuration

Disabled

You can modify these settings based on your organization's needs. For detailed explanations of each option, refer to the Quickstart Guide — Key Decisions.

The number four is prominently displayed in a circular background. Invite Portal administrators

Invite additional administrators to help manage users and settings.

  1. In the group tree, select the group where you want the administrator to have access.

  2. Go to Groups & Users > Portal Users.

  3. Select Invite Portal Users.
    User management interface displaying portal users and invitation statuses for access management.

  4. Enter the user's email address and select a role from the dropdown.

  5. Select Send Invite.
    User invitation interface showing email and role selection for account management.

Confirmation: The invited administrator receives an email with a link to access the Portal.

đź“ť Tip: Create custom roles tailored to your business requirements. See Custom Roles for details.

A large green circle displays the number five prominently in black font. Add application users

Add users to the Portal to grant them access to the Sanas desktop application.

đź’ˇ  Note: Skip this step if using Auto-activation. Users are added automatically on first sign-in and can be moved to other groups later.

Use this method to add up to 5 users at a time.

  1. In the group tree, select the group where you want to add users.

  2. Go to Groups & Users > App Users.

  3. Click Invite App Users or Add App Users.

    đź’ˇ Note: The button UI varies based on your authentication mode.

    Sanas interface showing Groups & Users with highlighted App Users section and Add App User button.

  4. Enter user details based on your authentication mode:

    Authentication mode

    Required information

    Email-Passcode or SSO

    Work email address

    UAK

    Unique user ID, first name, last name

  5. Review the details, then click Invite App Users or Add App Users.
    User onboarding interface for adding a new app user with required fields.

If using UAK: Share the credentials (Account ID and User ID) with the added users.

Use this method to add many users at once via CSV.

  1. In the group tree, select the group where you want to add users.

  2. Go to Groups & Users > App Users.

  3. Click Bulk Add.
    User management interface showing groups, app users, and bulk add options.

  4. Select Download CSV to get the template.
    Interface for bulk adding users with options to upload and download CSV templates.

  5. Fill in the template:

    Column

    What to enter

    User ID (required)

    • For UAK: unique user ID.

    • For Email-Passcode/SSO: email address

    First Name

    User's first name

    Last Name

    User's last name

    Group ID

    Leave empty for the current group, or enter a specific Group ID

    đź“ť Tip: Find Group IDs at Groups & Users > Groups.

  6. Save the template and upload it to the Portal.

  7. Review the upload results:

    • Error report: Fix any validation errors and re-upload.

    • Action summary: Preview the changes before confirming.

  8. Select Add Users.
    Interface for bulk adding users, showing file details and action buttons.

If using UAK: Share the credentials (Account ID and User ID) with the added users.

A large number six displayed prominently in a circular design. Deploy the Sanas application

Choose a deployment method based on your organization's needs:

Individual device installation

Provide users with the Sanas application installer for self-installation:

Download app installer: On Portal, navigate to Get Sanas > select your preferred platform.

Caution: We recommend to close communication applications (if running) during the Sanas application installation. This may cause audio disruption.

Windows

macOS

Right-click the installer and select Run as administrator. Follow the wizard.

Double-click the .dmg file. Follow the wizard.

(optional) During the installation wizard, you can enter the Installar ID. Installed ID is needed for the auto-activation mode to work; skip this if using a different authentication mode.

Where do I find the Installer ID? On Portal, navigate to Get Sanas to copy your Installer ID.

FAQ

I don't have my Portal credentials. What should I do?

Contact Sanas Support (support@sanas.ai) to request your access credentials.

Can I delete the Default Group?

No, the Default Group is system-generated and cannot be deleted. It's required for auto-activation authentication mode. However, if you're not using auto-activation, you can use the default group like a normal group.

What's the difference between Account Admin and Group Admin?

Account Admin has full access to all Portal features, including account details and subscription management. Group Admin has the same access but cannot view or modify account details or subscriptions.

What's the difference between App Users and Portal Users?

App Users are end users who use the Sanas desktop application. Portal Users are administrators who manage settings and users through the web Portal.

What’s next?

App User Guide

Get started with the Sanas desktop application.

Lock Configuration

Enforce consistent settings across your organization.

Custom Roles

Create custom portal roles for administrators.

Manage Groups

Structure your Sanas account effectively.

Authentication Modes

Learn more about the authentication modes for the Sanas App.