Sansan

PA Settings

PA Operation is a function enabling control of contact information on behalf of the card owner, such as by a personal assistant (PA). This section explains the PA Operation settings. For user information check here

 

Usage Notes

  • This feature is a paid option. Please contact our sales team if you would like to use it.
  • Admin permissions are required to set this function.

 

Key Points

Account: A Sansan user whose contacts will be managed by a PA. PA: A Sansan user who manages contacts on behalf of the account holder.

Unlike ordinary users, a PA has the authority to view and edit the account's contacts. The PA's access permissions are limited to those of the designated account.

 

Applying PA Operation Settings

Setup

1. Go to Admin settings, then PA Settings.

 

 

2. Select accounts and respective PAs.

 

 

Removing

PAs can also be removed from the list.

 

 

*The admin and PA will both be sent an email upon removal.

 

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