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
• What a sectional administrator is
• 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

See all 14 articles

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

• Changing holders of business cards and contact reports (Moving business card data)
• Changing holders of tags

Import Card Data

• About Import Status / Rules to Create Card Import Files
• What to be careful of when doing business card data import

Reports

• Setting 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 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

• Information about the Salesforce AppExchange App, "Sansan", and process to start using it
• What is meant by "some part of the address"
• 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

See all 16 articles

Connect with using API

• Differences between the Sansan API and Web form data import
• Linking with input forms on your own company's website [Web form data import]
• Integration with other systems by using APIs

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

• ★ About each item in the file (Usage log)
• 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
• Checking actual usage by users (Downloading usage report)

See all 7 articles