Q. I don’t have admin permissions for a SaaS I need to connect. What should I do?
A. You can invite the administrator of that department or business unit yourself. See Inviting Users for details. Invited users can be assigned either the Admin or Member role. For the differences between these roles, see Admin Users and Role Settings.From Invitation to Connection
- Explain the process to the SaaS administrator in the other department in advance, and ask them to connect their account.
- Go to Settings > Users and invite the SaaS administrator with the Member role. For details, see Inviting Users.
- The invited member receives an email. They click [Login] in the email body and register a new MoneyForward ID. For details, see 1. Account Creation and Initial Setup.
- After logging in with that MoneyForward ID, they go to Integrations > Integrations and click the relevant SaaS. They open the “Integration Guide” and follow it to connect the service.