Sansan Guide (for administrator)
About an Administrator, Settings of Users and Athorities
- 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
- Regarding individual items on the Add / Change User screen
Department
- Adding, editing, and deleting departments
- How to import a file for adding, editing, or deleting multiple departments at the same time
- 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)
- Changing permissions for accessing business cards, Reports, and tags within a department (Access Control)
Change Holder
Import Card Data
Reports
Oppotunities Setting
Security Settings
- Cacheless Mode
- Setting access restrictions based on IP addresses (PC, Smartphone) (Security Settings)
- Limiting access for the Smartphone application (Security Settings)
- Limiting access from Smartphones web (Security Settings)
- Setting Quick Login for smartphones (web version) (Security Settings)
- Period of validity for log-in passwords (Security Settings)
Connecting with Salesforce (2018/10/1~)
Connecting with Salesforce (~2018/9/30)
- Information about the Salesforce AppExchange App, "Sansan", and process to start using it
- What is meant by "some part of the address"
- What a connection target environment is
- Connecting with Salesforce: Editions that can connect with Salesforce
- How to do settings for Salesforce connect
- Salesforce Field Graph
Connect with using API
Other (Permissions, Sansan scanner settings, checking actual usage)
- ★ About each item in the file (Usage log)
- About the items in the file (Message Usage Record)
- What the Usage log is
- Special edition: FAQs for transfer season
- Changing department display of the Sansan Scanner from a file
- Explanation of each item appearing on the Usage Record