Sansan Guide (for administrator)
About an Administrator, Settings of Users and Athorities
- What an Administrator is: What to do when an Administrator leaves his or her position
- Main functions that can be done with System administrator level permission
- Invitation function / Regarding invitation management
- Adding, editing, and deleting multiple users at once from a file
- Regarding individual items on the Add / Edit User screen
- Adding users
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
- Setting access restrictions based on IP addresses (PC, Smartphone) (Security Settings)
- Limiting access for the Smartphone application (Security Settings)
- Limiting access from Feature phones, Smartphones web (Security Settings)
- Setting Quick Login for mobile phones, smartphones (web version) (Security Settings)
- Period of validity for log-in passwords (Security Settings)
- About AD Integration (Active Directory Integration)
Connecting with Salesforce
- Regarding permissions necessary for connecting
- 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
- Settings for manual transferring to Salesforce