Docs / Registration & Setup

Registration & Setup

Getting started with SAR Portal takes just a few minutes. This guide walks you through the registration process and initial setup.

Step 1: Create Your Account

  1. Go to the Pricing page and click Start Free Trial under the plan you want. (The Start Free Trial button on the home page opens the same form with Starter chosen; use Change plan on the form to pick another.)
  2. The registration form shows the plan you chose under Your plan. Choose Monthly or Annual billing (annual billing costs less over the year).
  3. Fill in your details:
    • Email Address - This becomes your admin account
    • Company Name - Your organization’s legal name
    • Country - For billing and VAT purposes
    • VAT Number (Optional)
    • Company Website (Optional)
  4. Click Start Free Trial to create your account

What each plan includes

Basic Starter Pro
Price €29 a month €59 a month €199 a month
Users 1 3 10
Cases a month 1 5 25
Storage 2 GB 10 GB 50 GB
Pages a month (AI redaction) 125 1,250 5,000
Custom branding No No Yes
Import Past Cases No No Yes

AI-powered PII detection and redaction is included on all plans, within the plan’s page allowance. Scanned pages and text pages share one allowance; a text page is 2,500 characters of text. Yearly plans get 12 months’ pages pooled for the year. Role-based access is on every plan.

Enterprise starts from €3,000 a year ex VAT, billed annually, and includes 60,000 pages a year by default under fair use. Enterprise has no self-serve trial: contact us.

14-Day Free Trial
The 14-day trial runs on the plan you chose, with that plan's features: for example 1 user on Basic, 3 on Starter and 10 on Pro, and custom branding and Import Past Cases on Pro only. Every trial has 500 pages, whatever plan you chose. No credit card required. Trials are also limited to 10 cases, 10 MB per file, 10 files per case, 1 GB storage and 250 MB per batch upload.

Step 2: Activate Your Account

After registration, you’ll receive an email with the subject “Your DSAR trial is ready — start your first case now”. If you signed up with a personal email address (such as Gmail or Outlook.com), we do a quick manual check before your account is activated.

  1. Check your inbox for the email from SAR Portal
  2. Click the Start Your First DSAR button. The link expires in 7 days
  3. You’ll be redirected to sign in with your email
  4. Complete the authentication process
Check Your Spam Folder
If you don't see the activation email within a few minutes, check your spam or junk folder. Add sarportal.com to your safe senders list. If the link has expired, contact support@sarportal.com for a new one.

Step 3: Complete Your Organization Details

After you sign in for the first time you land on the Dashboard. There is no setup wizard: an admin fills in the organization details in Settings.

Settings > Organization: Company Details and Email Signatory
Settings > Organization: Company Details and Email Signatory Settings > Organization: Company Details and Email Signatory
  1. Click Settings in the sidebar (Admin only) and open the Organization tab
  2. Under Company Details, fill in Company Name, Contact Email, Contact Phone and Company Domain
  3. Optionally, under Email Signatory, set the Signatory Name, Signatory Title and Sign-off Wording used in emails
  4. Under Billing Address, enter your address and VAT Number (Optional)
  5. Under Regional Settings, choose your Language, Time Zone (how dates and times are shown in the app) and Country
  6. Click Save Changes

Other settings you may want to check:

Step 4: Invite Team Members (Optional)

If you have colleagues who need access:

  1. Go to Users in the sidebar
  2. Click Invite User
  3. Enter their email address
  4. Select their role:
    • Admin - Full access including billing and user management
    • Case Manager - Create and manage cases, but no admin access
    • Reviewer - View cases and documents, limited editing
    • Read Only - View-only access for auditors
  5. Click Send Invitation

The number of users depends on your plan (1 on Basic, 3 on Starter, 10 on Pro). They’ll receive an invitation email to join your organization.

What’s Next?

After setup, you’re ready to:

Your Public Portal URL

Every organization gets a unique public portal URL where data subjects can submit requests:

https://app.sarportal.com/subjectaccess?token={your-portal-token}

You can find this URL in Settings > Integrations and add it to your privacy policy or website.