Company administrator has the authority to add users on Sansan, and give privileges to certain users. The below table explains the fields which appear when adding and editing users, and the relevant privileges which can be given.
|Locked account||If this field is checked, administrator can go to Admin Settings to send an email that allows user to reset the password. Learn more on about this here.|
|Department||Select users' department from this field. If a user belongs to multiple departments, they should be listed using commas. Learn more on how to create/add departments.
|User ID||Unique IDs are allocated to all users when they sign up and cannot be changed.|
|Username||Every account has a representative name.|
|Alternative Name||For users who go by multiple names , e.g. Chinese users with local name and anglicised name, administrator can register 2 names. Both names appear on the profile and are searchable.|
||Users log in with this email, and use this when resetting passwords. News and notifications will be sent to this address.|
||This is not the login email, but users can choose to receive different types of news and notifications to the sub email.|
|Account Active from||Date the user started using the account, or the date user can start using the account.|
|Language||User's chosen default language.|
|Email Format||User's chosen email format; HTML or text.|
|SAML Name ID||ID required for SAML connection, and not the user ID for SAML.|
|User Type||This is the user type based on user privileges. Company administrator has the authority to add users, edit user privileges, and manage systems operations, and is the contact person of the company on Sansan. Departmental administrator is restricted to managing systems operations. Learn more about privileges.|
|Edit All Data||Users have been given the privileges to edit and delete all data on the database.|
|Download (My Data)||Users can download cards and reports in which they are the contact person. Learn more on downloading cards and downloading reports.|
|Download (All Data)||Users have been given the privileges to download all cards and reports.|
|Bulk Email||Users can send bulk emails to all contacts they are able to access.|
|Leads (All Users)||Users can view reports and create new reports. Learn more on managing leads.|
|Leads (Admin)||Administrator can create new company master and fields, as well as manage notifications on leads. Learn more on managing leads by administrator.|
Users can issue API keys to other users. Learn more about API Connection or Zapier Connection.
|Download User Activity||Users can download information on user activity in CSV format, such as login frequency, number of cards ,and involvement in reports etc. Learn more about it here.|
|Download Organization Tree||Users can download the organization tree. Learn more about it here.|
* Number / Number of contract IDs
The number here will be the number of allowed users in the contract. Users who are on a different contract in the same company are not included.