Invite Admin or Supervisors on Sanas Portal

Introduction

This guide provides instructions on how to invite Portal Users (Admins or Supervisors).

You can invite them via:

• Email invite: Sends email invite to the intended users.

• Sign-up link: Share sign-up links through your preferred communication channel.

• Bulk Import: Import users’ details by uploading a template file.

Before you begin

• You must have admin access to the Sanas Portal to invite other Portal users.

• The invited admins get verified with their work email addresses.

Invite by email

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

2. Click Users from the navigation menu, then select the Portal Users tab.
   

3. Click Add Users. Opens the Add users window.
   

4. Select a role between Admin and Supervisor from the drop-down menu. The selected role is assigned to all the invited users.
   

5. Enter the work email addresses to send the invites. You can invite up to 10 users per request. Add emails separated by a comma (,).
   

6. Ensure that you have added all intended emails correctly. Click Add Users to send invitations.

7. Refer to the Accept Invitation guide for detailed instructions for the Sanas Portal sign-up.

Invite by sign-up link

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

2. Click Users from the navigation menu, then select the Portal Users tab.
   

3. Click Add Users. Opens the Add users window.
   

4. Select a role between Admin and Supervisor from the drop-down menu. The selected role gets assigned to all the invited users.
   

5. Click Copy link. This is the common sign-up link for all Portal users you wish to invite.

   📔 Note: The invitation link doesn't expire with time. Ensure you share the link with only the intended users.

   

6. Share the sign-up link with the intended users through your preferred communication platform.

7. Refer to the Accept Invitation guide for detailed instructions for the Sanas Portal sign-up.

Bulk import Portal user details

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

2. Click Users from the navigation menu, then select the Portal Users tab.
   

3. Click Bulk import. Opens the bulk import window.
   

4. Click Download template to save an offline copy.
   

5. Select a role between Admin and Supervisor from the drop-down menu. The selected role is assigned to all the invited users.
   

6. Enter the following users’ details to prepare the template file:

   ℹ️ Important:

   - Bulk import limits 50 users' details per request.

   - Maintain the original template structure to avoid upload errors.

   Parameter	Details
   Email	Enter the work email addresses of the invited users
   Name	The invited users’ full names
   Teams (Only if the Supervisor role is selected)	Enter the Team name you wish to assign to the user.   ℹ️ Important: If the entered team does not exist, Sanas will create a new team with that name and assign the user to it.
   Deactivate	To deactivate an existing Portal admin, enter 'Yes' in the column next to the user.

   

7. Sanas takes the following actions by default if the entered Admin/Supervisor details already exist on the Workspace.

   • Update: The Admin/Supervisor details get updated as defined in the template.

   • Deactivate: The Admin/Supervisor gets deactivated if the Deactivation column has the “Yes” entry.

8. Come back to the Bulk import window, and click Select Excel file. Browse and select the prepared template copy from your computer.

9. Click Review upload.

10. If you encounter an error, review the details or click Download error report for a detailed analysis. Fix the errors accordingly and re-upload it.
    

11. If the template uploads successfully, review the action details or click Download report for detailed analysis.
    

12. Finally, click Confirm upload to save the changes.

13. Refer to the Accept Invitation guide for detailed instructions for the Sanas Portal sign-up.

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