Sansan Guide (for administrator)

About an Administrator, Settings of Users and Authorities

• PA Settings
• Changing a user's phone number and/or carrier
• What an Administrator is: What to do when an Administrator leaves his or her position
• What a sectional administrator is
• Invitation function / Regarding invitation management
• Bulk adding, changing, or deleting users from a file

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Virtual Card

• Making an original virtual background
• Bulk set up users' Virtual Cards
• Adjusting permission to use Virtual Cards
• Virtual Cards Admin Settings

Department

• 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 permissions for departments from a file (Access control)
• Manage accessibility of departments

Change Holder

• How to change the contact person of cards and reports
• Changing holders of tags

Import Card Data

• How to import contact data
• Overwriting existing data when importing

Reports

• Set categories for reports
• Setting memo template for Reports

Oppotunities Setting

• Creating Opportunity Masters
• Editing and deleting Opportunity Masters
• Registering, Editing, and Deleting custom items for Opportunities
• Settings for email notifications for Opportunities

Security Settings

• Setting up SAML Authentication
• Making two-factor authentication mandatory (security settings)
• Two-factor authentication (Mobile App)
• Authorizing devices that can use the Mobile App
• Cacheless Mode
• Using two-factor authentication for logging in

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Connecting with Salesforce (2018/10/1~)

• What is Salesforce Integration / Compatible Editions
• Steps for Salesforce Integration
• Install “Sansan_CI” Package
• Authenticating with Salesforce, Mapping Sansan and Salesforce Accounts
• File creation and import rules for mapping users (Salesforce integration)
• Detail of recipients settings

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Connect with using API

• Integration with other systems by using APIs

Sansan Meishi Maker

• About Sansan Meishi Maker (for admins)
• About Sansan Meishi Maker admins
• How to create and edit card data (Sansan Meishi Maker)
• How to order and allocate cards (Sansan Meishi Maker)
• Approve requests (Sansan Meishi Maker)
• Select shipping address (Sansan Meishi Maker)

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Salesforce Opportunity Integration

• Salesforce Opportunity Integration
• Salesforce fields for identification
• Required privileges (Salesforce Opportunity Integration)

Risk Intelligence

• Import company risk lists
• Risk check contacts at once
• Risk Intelligence powered by KYCC (Leadership)
• Risk Intelligence powered by Refinitiv(Companies)
• Risk manager

Surveys

• About surveys
• Register a survey
• Download survey results

Other (Permissions, Sansan scanner settings, checking actual usage)

• Chatwork Integration
• About Virtual Card keys
• Google Calendar integration
• Connect to Phone Appli People
• About MotionBoard Contact Analysis
• Customizing download permissions

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