--- title: "Invite Admin or Supervisors on Sanas Portal" slug: "invite-admin-or-supervisors-on-sanas-portal" updated: 2025-04-29T18:00:27Z published: 2025-04-29T18:00:27Z canonical: "help.sanas.ai/invite-admin-or-supervisors-on-sanas-portal" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.sanas.ai/llms.txt > Use this file to discover all available pages before exploring further. # 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**](/v1/docs/invite-admin-or-supervisors-on-sanas-portal#invite-by-email): Sends email invite to the intended users. - [**Sign-up link**](/v1/docs/invite-admin-or-supervisors-on-sanas-portal#share-signup-link): Share sign-up links through your preferred communication channel. - [**Bulk**](/v1/docs/invite-admin-or-supervisors-on-sanas-portal#bulk-import-details) **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](https://portal2.Sanas.ai) with your credentials. 2. Click **Users** from the navigation menu, then select the **Portal Users** tab. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(439).png) 3. Click **Add Users**. Opens the **Add users** window. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(440).png) 4. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role is assigned to all the invited users. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(441).png) 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 (,). ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(442).png) 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](https://portal2.Sanas.ai) with your credentials. 2. Click **Users** from the navigation menu, then select the **Portal Users** tab. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(439).png) 3. Click **Add Users**. Opens the **Add users** window. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(440).png) 4. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role gets assigned to all the invited users. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(441).png) 5. Click **Copy link**. This is the common sign-up link for all Portal users you wish to invite. > [!NOTE] > 📔 **Note**: The invitation link doesn't expire with time. Ensure you share the link with only the intended users. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(443).png) 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](https://portal2.Sanas.ai) with your credentials. 2. Click **Users** from the navigation menu, then select the **Portal Users** tab. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(439).png) 3. Click **Bulk import**. Opens the bulk import window. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(446).png) 4. Click **Download template** to save an offline copy. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(445).png) 5. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role is assigned to all the invited users. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(444).png) 6. Enter the following users’ details to prepare the template file: > [!NOTE] > 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. > [!NOTE] > 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. | ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(447).png) 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. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(449).png) 11. If the template uploads successfully, review the action details or click **Download report** for detailed analysis. ![](https://cdn.document360.io/9bc36e9c-f402-4213-b56f-4ecdf805bb1a/Images/Documentation/image(448).png) 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. ### Support **Need help?** Get in touch with our [Support Team](mailto:support@sanas.ai) for assistance.