# Invite Admin or Supervisors on Sanas Portal
- Updated on Apr 29, 2025
- Published on Apr 16, 2025
- 2 minute(s) read
### Introduction
This guide provides instructions on how to invite Portal Users (Admins or Supervisors).
You can invite them via:
- [**Email invite**](https://help.sanas.ai/v1/docs/invite-admin-or-supervisors-on-sanas-portal#invite-by-email): Sends email invite to the intended users.
- [**Sign-up link**](https://help.sanas.ai/v1/docs/invite-admin-or-supervisors-on-sanas-portal#share-signup-link): Share sign-up links through your preferred communication channel.
- [**Bulk**](https://help.sanas.ai/v1/docs/invite-admin-or-supervisors-on-sanas-portal#bulk-import-details) [**Import** (opens in new tab)](https://help.sanas.ai/): 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**, then select the **Portal Users** tab.
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3. Click **Add Users** to open the **Add users** window.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
4. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role is assigned to all the invited users.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
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 (,).
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
6. Ensure that you have added all intended emails correctly. Click **Add Users** to send invitations.
7. Refer to the [Accept Invitation (opens in new tab)](https://help.sanas.ai/) 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**, then select the **Portal Users** tab.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
3. Click **Add Users** to open the **Add users** window.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
4. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role gets assigned to all the invited users.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
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.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
6. Share the sign-up link with the intended users through your preferred communication platform.
7. Refer to the [Accept Invitation (opens in new tab)](https://help.sanas.ai/) 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**, then select the **Portal Users** tab.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
3. Click **Bulk import** to open the bulk import window.
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4. Click **Download template** to save an offline copy.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
5. Select a role between **Admin** and **Supervisor** from the drop-down menu. The selected role is assigned to all the invited users.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
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. |
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
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.
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11. If the template uploads successfully, review the action details or click **Download report** for detailed analysis.
.png?sv=2026-02-06&spr=https&st=2026-07-18T04%3A46%3A06Z&se=2026-07-18T04%3A58%3A06Z&sr=c&sp=r&sig=sUvkW1q%2F6Js8Mq6CRXkipPHBl%2BC8%2Bj%2Fen%2B36DtaXrV8%3D)
12. Finally, click **Confirm upload** to save the changes.
13. Refer to the [Accept Invitation (opens in new tab)](https://help.sanas.ai/) 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.