# Manage Portal Users - Updated on Jul 1, 2026 - Published on Mar 9, 2026 - 2 minute(s) read ## Overview This guide provides step-by-step instructions for managing Portal users (administrators) on the Sanas Portal. For an introduction to the difference between app users and Portal users, see [App Users & Portal Users](https://help.sanas.ai/portalv3/docs/app-users-amp-portal-users). --- ## Before you begin - **Permission:** Your Portal role must include **Portal Users and Access (Full Access)**, or you must be an Account Admin. - **Scope:** Portal user management is only available at the account level. Select your account at the top of the group tree. - **Email addresses:** Have work email addresses ready for admins you want to invite. Personal email domains are not permitted. > _Note: Group admins are now visible at an account level in the Portal Users page. With the “Current Group” filter, you have the option to display them, including Subgroups, whenever applicable._ --- ## Invite Portal users 1. Log in to the [Portal (opens in new tab)](https://portal.sanas.ai/). 2. Select a group in the group tree where you want to assign the user. 3. Navigate to **Groups & Users > Portal Users**. 4. Click **Invite Portal Users**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 5. Enter work email address. 6. Select an appropriate role from the drop-down. You can always [create new custom roles](https://help.sanas.ai/portalv3/docs/portal-roles#managing-custom-roles) for assignment. 7. Click **Send Invite** to confirm. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) > _Note: If an admin hasn't accepted their invitation after a few days, click the ellipsis (⋮) next to their name and select_ **_Resend Invitation_** _._ --- ## Update Portal user details You can update an admin's name, but email addresses cannot be changed. To correct an email, deactivate the admin and re-invite them with the correct address. 1. Select your account from the group tree. 2. Navigate to **Groups & Users > Portal Users**. 3. Click the ellipsis (⋮) next to the admin and select **Edit User Details**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 4. Update the name and click **Save**. --- ## Update the assigned role or group To change an admin's assigned role: 1. Select the group where the admin is currently assigned. 2. Navigate to **Groups & Users > Portal Users.** 3. Click the ellipsis (⋮) next to the admin and select **Edit Access**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 4. Select an appropriate role from the drop-down. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 5. Click **Save**. --- ## Deactivate and Reactivate Portal users Deactivating an admin immediately revokes their Portal access. > _Note: Portal users cannot be permanently deleted. Deactivation preserves a log of their actions for auditing._ ### Deactivate 1. Select your account from the group tree. 2. Navigate to **Groups & Users > Portal Users**. 3. Click the ellipsis (⋮) next to the admin and select **Deactivate User**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 4. Click **Deactivate** to confirm. > _Note: The first Portal user (Account Admin) cannot be deactivated or reassigned. This ensures your account always has at least one Account Admin._ ### Reactivate Reactivating restores access with the same role and group the admin had before deactivation. 1. Select your account from the group tree. 2. Navigate to **Groups & Users > Portal Users**. 3. In the status filter, select **Deactivated**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 4. Click the ellipsis (⋮) next to the admin and select **Activate User**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A39Z&se=2026-07-18T06%3A25%3A39Z&sr=c&sp=r&sig=foZvZLAxp5YqbXyXYJAtYE4Bg7ArQ%2B3jXmacdt%2Bw3%2Bo%3D) 5. Click **Activate** to confirm. --- ## Export Portal Users List For reporting and analytics purposes, portal admins can export or download the Portal Users list within their scope or permission. 1. From **Groups & Users**, select **Portal Users**. 2. The export tab with the same label is on the **right** side. 3. Export file format is currently **.xlsx**. --- ## FAQ ### Can one Portal user have multiple roles? No. Only one role can be assigned per Portal user. To expand access, edit the permissions of their custom role or assign a role with broader permissions. ### What if an admin's email changes? Deactivate the existing admin record and invite them again with their new work email. ### What are the latest UI enhancements made for a positive user experience? Users can now freely resize the table columns to make long details, such as Portal Users Names and Email IDs, among others, readable. Plus, a sorting option in these columns have been made available in an ascending or descending order.