Introduction
Setting up a workspace in Sana AI is a straightforward process that allows you to leverage the platform's powerful features for managing and accessing your organization's knowledge. This guide will walk you through the steps to get your workspace up and running.
Step 1: Sign Up and Log In
Visit the Sana AI Website: Navigate to Sana AI's website.
Sign Up: If you don't already have an account, click on the "Sign Up" button and follow the prompts to create one.
Log In: Once your account is created, log in using your credentials.
Step 2: Create a New Workspace
Access the Dashboard: After logging in, you will be directed to the dashboard.
Create Workspace: Look for the "Create" button next to "Create a new workspace", usually located at the bottom of the dashboard. Click on it.
Workspace Details: Enter the name of your workspace. This helps in identifying the workspace easily. Click Complete.
Step 3: Configure Workspace Settings
To further customize the workspace, open settings located in the lower left corner of the page and choose "Workspace settings."
Logo: To upload a workspace logo, click on the downward arrow near the workspace's name and choose Upload image.
Workspace Name: Confirm or change your workspace name.
Workspace default assistant: Make users land on this page instead of the for you page. Only assistants visible to everyone can be chosen as the default workspace assistant.
Enable Intercom: Enable or disable Intercom chat for your workspace.
Language models: Enable or disable language models for your workspace.
Allowed email domains: Specify email domains that can join the workspace. They need to be separated with a comma, without the @ sign.
For example: example.com, example1.com.
Sign-in methods: Configure the methods users can use to sign in.
Integrations: Control which integrations are available to your workspace. Tick on the box to enable integration for each software or source.
Meetings
Custom image: Upload an image that will appear as the profile picture of Sana AI bot in meetings.
Meeting assistant name: If you want Sana AI to join your meetings with a specific name, you can identify it here.
Preferences: You can choose which meetings to join and who receives an automatic email summary of your meeting. You can also choose the default Sana meeting role for people who are not calendar event organizers.
Step 4: Invite Team Members
Go to Home Page.
Click Invite Button: Locate the "invite" button in the upper right corner and click on it.
Select Role: You can assign roles as owner, editor, or viewer.
Enter Email: Type in the email of the user and click send. Additionally, you can type in multiple emails in the same window.
Step 5: Upload and Manage Content
Upload Files: You can upload files directly to Sana AI. Go to the "Files" section and click on "Upload File". Select the file you want to upload from your computer.
Organize Content: Use collections and tags to organize your content. This makes it easier to manage and retrieve information.
Set Access Permissions:
Each file you upload you can share with other participants and allow them to either only view, edit, or have full access to it.
For each collection, you can set access permissions to either to be available for everyone or for the invited users only.
Step 6: Ensure Security and Compliance
Data Encryption: Sana AI ensures that your data is encrypted both at rest (AES-256) and in transit (TLS 1.2+).
Access Control: Utilize role-based permissions and multi-factor authentication to secure access to your workspace.
Regular Backups: Sana AI performs regular backups to ensure data integrity and availability.
Conclusion
Setting up a workspace in Sana AI is a seamless process that empowers your organization to manage and access knowledge efficiently. By following these steps, you can create a secure and collaborative environment that leverages the full potential of Sana AI's features.
If you encounter any issues or need further assistance, please contact [email protected] via email.