What an Administrator is: What to do when an Administrator leaves his or her position

The Sansan Administrator is a level of permission for doing important settings for the people using Sansan. Here we will give a summary of what the Administrator is.
1. Administrator summary: What an Administrator is in Sansan
2. What an Administrator can do
3. What to do when an Administrator leaves his or her position
4. FAQs

 

1. Administrator summary: What an Administrator is in Sansan

1. Administrators do the settings for the system environment for the people using Sansan.
2. Administrator can give permissions to users.
3. Administrators receive important notification emails from Sansan.

Recommended examples of usage

  • Sharing help pages and manuals with users
  • Seminars for users being held
  • Attending Sansan seminars

 

2. What an Administrator can do

1. Administrators do the settings for the system environment for the people using Sansan.

  • For the main permissions that can be used with System Administrator level permissione.
  • Adding, changing, and deleting users, and giving permissions to users
  • Unlocking accounts of users, reissuing passwords
  • Department settings, settings for what different departments can view
  • Settings for the Sansan Scanner, Department display settings
  • Changing holders of business cards between users
  • Settings for the masters used for Reports and Opportunities
  • Business card import
  • Security settings
  • Data integration settings
    *For more contents for system administrators, please see the Function Guide (for Administrators).

2. Administrators can give permissions from the Add / Change User screen.

From the "Admin Settings" go to "Add / Change User" screen, and you can give permissions to users.
Regarding user settings and permissions

 

3. Administrators receive important notification emails from Sansan.

Types of email that will be sent to Administrators
Automatic notifications from the system
 -Add, Change, Delete users
 -Change of holders
Being contacted by Sansan
* You will basically be contacted through Notifications displayed before and after logging into Sansan. If it is deemed necessary, we will contact you by email.

 

3. What to do when an Administrator leaves his or her position

Giving administrator level permission to other users: How to give permissions
Please show this page to the user specified to be the administrator

 

4. FAQs

Q. We would like to change administrators. What should we do?
A. From "Admin Settings", "Add/Change User", please give permissions to the user you wish to make the new administrator.
* An administrator cannot remove his or her administrator permissions by himself or herself. If removing these, another administrator should log in and remove them.

Q. We would like to change the email address of the administrator. What should we do?
A. From "Admin Settings", "Add/Change User", this can be changed.

Q. The administrator's account has been locked. What should we do?
A. Please reissue a password like other user. For more details, see here.

Q. We do not know who has the administrator account. What should we do?
A. Please contact the Sansan Support Center. We will contact the administrator in your company directly.

Q. Our administrator left the company without appointing a successor. What should we do?
A. If another user has administrator level permissions, go from "Admin Settings", "Add/Change User" to give administrator permissions to the person you would like to be the new administrator. If there is no other person with administrator level permissions, you will need to do fill out some applications on paper, so please contact the Sansan support center.

Q. We would like to stop receiving emails to the administrator. What should we do?
A.These emails cannot be stopped. If a person wishes to stop receiving them, please remove administrator permission from this person.

Q. Is the system administrator account counted as a user account in the contract?
A.Yes it is. Users are counted as users regardless of administrator privileges.