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
Virtual Card
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
Import Card Data
Reports
Oppotunities Setting
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
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
Connect with using API
Sansan Meishi Maker
- Setting Sansan Meishi Maker admins [Sansan Meishi Maker]
- About Sansan Meishi Maker (for admins)
- About Sansan Meishi Maker admins
- How to create and edit card data (Sansan Meishi Maker)
- Approval flow settings (Sansan Meishi Maker)
- How to order and allocate cards (Sansan Meishi Maker)
Salesforce Opportunity Integration
Risk Intelligence
Surveys
Other (Permissions, Sansan scanner settings, checking actual usage)
- Regarding Apache Log4j and Sansan
- Contacts/cards that can be sent to Concur Expense
- Contact information that integrates with Concur Expense
- Start integration with Concur Expense
- Chatwork Integration
- Integrating Google Workspace Gmail™ with Contact Inbox