# Add app users to a Team

- Updated on Oct 15, 2025  
- Published on May 21, 2024  
- 3 minute(s) read

### Introduction

This guide provides clear instructions for adding app users to an existing Team using the following available methods:

- [Add user via Portal](https://help.sanas.ai/v1/docs/how-to-add-users-to-a-team#add-app-user-via-portal): Use this method while adding fewer app user details
- [Bulk upload app user details](https://help.sanas.ai/v1/docs/how-to-add-users-to-a-team#add-app-users-in-bulk-via-bulk-import): Recommended while adding a larger group of app user details (up to 10,000 users).

Add your app users to Teams to allow them to start using the Sanas app. You can group users logically based on their projects, geographical locations, work shifts, etc., to manage them and the app licenses effectively. Utilize the **Teams** filter in the [Reports (opens in new tab)](https://portal2.sanas.ai/reports?date=today) section to gain insight into team-specific app usage.

> 📔 **Note**: Refer to the [Create team](https://help.sanas.ai/v1/docs/how-to-create-a-team) guide if you need assistance with creating new teams in a Workspace.

#### Exceptions for adding users

While assigning app users to a Team is mandatory for granting them access to the Sanas app, you may not need to add their details under the following condition:

- **Using auto-activation mode**: If your Sanas Workspace uses the [**auto-activation** (opens in new tab)](https://help.sanas.ai/) mode for app activation (default on Sanas Noise Cancellation workspaces), the user's details are automatically added under the Workspace’s default Team upon the [user's first app activation](https://help.sanas.ai/docs/using-sanas-noise-cancellation#make-your-first-call-with-the-sanas-nc). If necessary, you can [transfer app users between teams (opens in new tab)](https://help.sanas.ai/) at any time.

### Before you begin

The following Sanas Portal users can add users to teams:

- **Admin**: Add users to any team under any Workspace
- **Supervisor**: Add users only to the assigned teams.

### Add app users’ details via the Sanas portal

1. Log in to the [Sanas Portal](https://portal2.sanas.ai/) using your credentials.
2. Click **Users** from the navigation menu, then click **Add users**.

3. Enter user details:
   - **User type**: Ensure **App User** type is selected.
   - **Team**: By default, the current team is selected. Change the assigned Team from the drop-down menu, if required.
   - **Identifiers**: Enter a unique **User ID** and the name of the user. Ensure it meets the User ID criteria.
     
     > ℹ️ **Important**: Ensure the entered User ID(s) meet the following criteria:  
     > \- The user ID must not exceed the 64-character limit.  
     > \- Avoid using following characters:  **< \> & " ' ; \` \ \***

4. If required, click **Add another** to add multiple users:

5. Review the user details, then click **Add users** to save the details.

### Bulk import user details (Excel upload method)

1. Log in to the [Sanas Portal](https://portal2.sanas.ai/) using your credentials.
2. Click **Users** from the left, then click **Bulk import**.

3. Download the user details template file.
   - Ensure the **App User** tab is selected. Click **Download template** to get an offline Excel file copy (Download begins automatically).

4. Prepare the template file.
   > 📔 **Note**: Maintain the original template structure to avoid any uploading errors.  
   > 📔 **Note**: You can add up to 10,000 users in a single file upload.
   - Open the downloaded file.
   - Enter user details ( **User ID**, **Name**, **Team**) in their respective columns.
     
     > ℹ️ **Important**:  
     > A new team is created, and the user gets assigned if the entered Team name does not exist in the Workspace.
     
     > ℹ️ Important:  
     > Ensure the entered User ID(s) meet the following criteria  
     > \- The user ID must not exceed the 64-character limit.  
     > \- Avoid using following characters: **< \> & " ' ; \` \ \***
     
     .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A42Z&se=2026-07-18T06%3A26%3A42Z&sr=c&sp=r&sig=%2F1ZTXJHlc4GP3pcmTdT%2F%2FVG%2BWBQpLfwMj%2B406PZcNZE%3D)
   - Save the prepared file on your computer.

5. Upload the prepared template copy.
   - Return to the Sanas Portal, click **Select Excel file**, and upload the prepared template file.
   - Click **Review upload** to verify the uploaded user details. Upon review, Portal highlights errors if any of the entered user details are missing or do not meet the criteria.

6. Rectify errors, if encountered.
   - Review the error summary or select **Download error report** for a detailed error overview. Fix these errors on the prepared template file and re-upload it.
     
     
   - You’ll see a successful review message if all the previously reported errors are resolved on the re-uploaded file. Click **Download report** to take a detailed overview of the final actions.
     
     .png?sv=2026-02-06&spr=https&st=2026-07-18T06%3A13%3A42Z&se=2026-07-18T06%3A26%3A42Z&sr=c&sp=r&sig=%2F1ZTXJHlc4GP3pcmTdT%2F%2FVG%2BWBQpLfwMj%2B406PZcNZE%3D)

7. Click **Confirm upload** to save the changes.

## Support

**Need help?** Get in touch with our [Support Team](mailto:support@sanas.ai) for assistance.