About Smart Forms Admins

A Smart Forms admin is a user responsible for setting up and managing linkage between your company's forms and Sansan.
*Go here to learn more about Smart Forms.


What Smart Forms admins can do

Designating a Smart Forms admin


1. Your Sansan system admin should click on the menu icon in the upper right → Admin settings Smart Forms admin settings.



2. Select and Add the user to designate as a Smart Forms admin. The process is complete when the target user is added to the Smart Forms admin list. The new admin will also receive an email notification.

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