For Administrators

 

 

Your Sansan admin controls your company's settings, permissions, data access, and more. They have exclusive access to the admin features. These guides cover the features.

 

Adding Departments and Users

 

Essential setup of your company's users

 

 

Watch Video 

 

Watch Video (Japanese)

 

 

Access Privilege Settings

 

Control what users can and can't do

 

 

Watch Video 

 

Watch Video (Japanese)

 

 

Scanner Installation Guide

 

Setting up the Sansan scanner

 

 

Read (2.3 MB PDF English)

 

Read (2.8 MB PDF Japanese)

 

 

Microsoft Integration

 

Integrate with MS 365 to enhance your data 

 

 

Watch Video 

 

Watch Video (Japanese)

 

 

Change Holder Process

 

Reassigning business contacts to other users

 

 

Watch Video 

 

Watch Video (Japanese)

 

 

Downloading Contacts & Companies

 

Save contact details to use offline and w/apps

 

 

Watch Video

 

 

Changing  Owners

Change contact owners among users

 

 

Watch Video