Sansan

Virtual Cards Admin Settings

Administrators can set permissions for users to use Virtual Cards, as well as the URL expiration date and access count.

 

Key points

  • Only the system administrator can implement these settings.
  • Permissions to use/not use Virtual Cards can only be given to all users, not to individual users.
  • The Virtual Cards function is set to on by default.

 

Adjusting permission to use Virtual Cards

1. Click "Admin settings" > "Security settings", then click the Virtual Cards tab.
2. Check or uncheck the box according to whether you want to enable or disable Virtual Cards.
3. Click "Save".

 

Setting the URL expiration and access count limit

Expire after

When "Anyone can edit" is selected, each user can choose from "None", "24 hours", "3 days", "7 days" or "30 days" when issuing the URL.
If set to "Only administrator can edit", administrators can choose from "24 hours", "3 days", "7 days" or "30 days".

Access limit

When "Anyone can edit" is selected, each user can choose from "None", "10 times", "30 times",  or  "50 times" for accesses.
If set to "Only administrator can edit", administrators can choose from "10 times", "30 times",  or  "50 times" for accesses.

Auto set up Virtual Cards

 

You can automate Virtual Card setup for users.

Registered cards that match the user's login email address will be automatically set as their Virtual Card. If there is no matching card, it will be left unset.

Please note that users will still have to issue the URL themselves.

 

1. Click on 'Status'.
2. Click on 'Auto set up'.
3. After you've read the precautions, click 'OK'.

Was this article helpful?
33 out of 49 found this helpful