Quick Start Guide

Quick Start Guide

Introduction

Welcome to Sanas! This Quick Start guide is designed to get you up and running with Sanas in the shortest time possible. We'll guide you through the essential steps for initial setup, providing links to detailed documentation for deeper exploration of each topic.

You're just a few steps away from enabling an excellent calling experience for your team!

Prerequisites

Before you begin, ensure you have:

Didn't receive your welcome email? Contact our Support Team for assistance.

Setup Process

Step 1: Access Sanas Portal

The Sanas Portal is your centralized web-based console for managing and monitoring Sanas apps across your organization.

  1. Open your welcome email from Sanas and click the Accept Invitation button to access the Sanas Portal. In the subsequent steps, we will set up the Portal.

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  1. First-time login: Create a new password for your Sanas Portal.

  2. If you've configured a password earlier, log in to the Sanas Portal (opens in new tab).

Default Configurations

To simplify your onboarding, Sanas applies these default configurations:

Configuration Description
Workspace The Workspace is named after your enterprise name.
Default Team We will add a default team to your workspace. The default team acts as a landing page for app users who activate their Sanas app using the auto-activation method.
App Activation Mode - Noise Cancellation ( NC): Auto Activation

- Accent Translation ( AT): User Activation Key ( UAK)


> 📔 Note: If the workspace is using UAK-based app activation, app users' details must be manually added to their respective teams on the Sanas Portal.


App activation mode: App activation mode is a license activation method used by the app users before starting a new session. The admin users can change the default activation mode at a Workspace level from the Sanas Portal. See configure app activation mode to learn more.

Step 2: Invite Portal Users

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The Portal users are identified into the below categories:

Roles for Portal users
##### Role ##### Responsibilities
##### Admin - Manage app deployment

- Configure Sanas Portal and Apps

- Access Sanas reports

- Manage all teams and users
##### Supervisor - Manage app users for assigned teams

- Access reports for all teams

- Limited configuration capabilities
Invitation methods

You can invite the Portal users using the following methods:

  1. Portal UI: Send the email invitations via the Sanas Portal.

  2. Sign-up Link: Share a common sign-up link through your preferred communication channels.

  3. Bulk Import: Add users' details by uploading a template file on the Sanas Portal.

Refer to our guide on inviting Portal users for detailed instructions.

Step 3: Add App Users

Adding app users varies based on your workspace's activation mode:

Adding Users for UAK Activation

Choose between:

For step-by-step instructions, see How to Add Users to a Team.

Step 4: Deploy Sanas App

The Sanas app deployment can be divided into two main phases:

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a. App Installation

Sanas applications are cross-platform supported. To get platform-specific installation instructions, choose the operating system for your desired Sanas application.

b. App activation and usage

After the Sanas app is deployed on the user’s computer, the user is expected to activate the Sanas app on their computer. Initially, users will find the default activation mode applied to their apps (discussed during Step 1).

User guides

Refer to the below user guides intended for the app users to help them get started:

Pro tip: We highly recommend that you ensure the app users are aware of Sanas best practices. These practices allow users to get the best results with Sanas.

Step 5: Whitelist URLs

As a last step, whitelist the below-mentioned URLs on your network firewall and antivirus software to ensure that you can access all of Sanas services without getting blocked:

URL Purpose
*.sanas.ai Essential for app license activation, usage tracking, and report generation
https://cdn.auth0.com Required for downloading the Sanas Desktop App (hosted on a secure CDN)
*.document360.io Provides access to the Sanas product documentation

Support

Need help? Get in touch with our Support Team for assistance.