Sansan Guide (for administrator)
About an Administrator, Settings of Users and Authorities
- Syncing user profiles with own cards
- Inactivating a user
- PA Settings
- Editing a user profile
- What an Administrator is: What to do when an Administrator leaves his or her position
- What a sectional administrator is
Virtual Card
Department
- Changing access privileges using a file (access control)
- Adding, editing, and deleting departments
- Batch adding, editing, and deleting departments (CSV file import)
- Regarding individual items in the file (Adding, editing, deleting multiple departments at the same time)
- Changing department hierarchy and order of display
- Changing access privileges among departments using a file (access control)
Change Holder
Import Card Data
Reports
Oppotunities Setting
Security Settings
- SAML Authentication Usage Settings
- Setting up SAML Authentication
- Making two-factor authentication mandatory (security settings)
- Requiring passcode lock for the Mobile App (Security Settings)
- Authorizing devices that can use the Mobile App
- Cacheless Mode
Connect with using API
Smartforms
- About Smart Forms
- About Smart Forms Admins
- Smart Forms: Form Linkage Settings
- Smart Forms: Form Linkage Settings (Step 1 of 3)
- Smart Forms: Form Linkage Settings (Step 2 of 3)
- Smart Forms: Form Linkage Settings (Step 3 of 3)
Sansan Meishi Maker
- About Sansan Meishi Maker (for admins)
- About Sansan Meishi Maker admins
- Setting Sansan Meishi Maker admins [Sansan Meishi Maker]
- How to create and edit card data (Sansan Meishi Maker)
- Authorizing requests(Sansan Meishi Maker)
- Approval flow settings (Sansan Meishi Maker)
Salesforce Opportunity Integration
Risk Intelligence
- How Risk Assessment works
- Risk Intelligence auto-assessment settings
- Risk assessment: Assessment status
- Risk search function
- Import company risk lists
- Risk assessment of multiple contacts at once
Surveys
Other (Permissions, Sansan scanner settings, checking actual usage)
- When items don't show in the admin settings
- Integration with Exchange Online
- Integration with Gmail™
- About Smart Activity Management
- Manually sending business cards/contacts to Concur Expense
- Configuring Sansan Labs settings