# Setup Guide: Configure Sanas account - Updated on Apr 16, 2026 - Published on Mar 6, 2026 **Estimated time:** 15–20 minutes --- ### 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](mailto:support@sanas.ai) for assistance. > _πŸ’‘ Prerequisites: Complete the_ [_Quickstart Guide_](https://help.sanas.ai/portalv3/docs/quickstart) _for access requirements, planning decisions, and preparation steps before proceeding._ --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) Whitelist essential URLs Add the following URLs to your network allowlist or firewall to access Sanas resources: - `*.sanas.ai` - `*.document360.io` --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) Access the Sanas Portal 1. Go to [portal.sanas.ai (opens in new tab)](https://portal.sanas.ai/). 2. Sign in with the credentials provided by the Sanas team. **Confirmation:** You'll land on the Portal dashboard. > πŸ’‘ _Note: If you haven't received your credentials, contact_ [_Sanas Support_](mailto:support@sanas.ai) _._ --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 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 β€” Key Decisions](https://help.sanas.ai/portalv3/docs/quickstart#decisions-making). --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 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**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 4. Enter the user's email address and select a role from the dropdown. 5. Select **Send Invite**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) **Confirmation:** The invited administrator receives an email with a link to access the Portal. > _πŸ“_ _Tip: Create custom roles tailored to your business requirements. See_ [_Custom Roles_](https://help.sanas.ai/portalv3/docs/portal-roles#custom-roles) _for details._ --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) Add application users Add users to the Portal to grant them access to the Sanas desktop application. > _πŸ’‘ Β Note: Skip this step if using_ **_Auto-activation_** _. Users are added automatically on first sign-in and can be_ [_moved to other groups_](https://help.sanas.ai/portalv3/docs/add-app-users#move-users) _later._ ### Add individual user Bulk add users 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**. > _πŸ’‘ Note: The button UI varies based on your authentication mode._ .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 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**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) **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**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 4. Select **Download CSV** to get the template. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 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 | > _πŸ“ 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**. .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) **If using UAK:** Share the credentials (Account ID and User ID) with the added users. --- ### .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A38Z&se=2026-07-18T06%3A26%3A38Z&sr=c&sp=r&sig=Zyrv3w3uyTfBGV%2FTHADTq9LoADa2y69MiLydeGY2f6M%3D) 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_](https://help.sanas.ai/portalv3/docs/app-authentication-modes) _._
>
> _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 (opens in new tab)](mailto: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](https://help.sanas.ai/portalv3/docs/user-guide-sanas-app)
Get started with the Sanas desktop application. | #### [Lock Configuration](https://help.sanas.ai/portalv3/docs/feature-and-configuration-management)
Enforce consistent settings across your organization. | | #### [Custom Roles](https://help.sanas.ai/portalv3/docs/portal-roles#custom-roles)
Create custom portal roles for administrators. | #### [Manage Groups](https://help.sanas.ai/portalv3/docs/create-a-new-group)
Structure your Sanas account effectively. | | #### [Authentication Modes](https://help.sanas.ai/portalv3/docs/app-authentication-modes)
Learn more about the authentication modes for the Sanas App. |