# Admina Help Center: English IT Management ## IT Management ### Introduction - [IT Management](https://support.i.moneyforward.com/en/it-management/index.md): Centralized management of SaaS accounts, devices, and costs - [Setup](https://support.i.moneyforward.com/en/it-management/getting-started.md): Initial setup and basic usage of IT Management - [IT Management Release Notes](https://support.i.moneyforward.com/en/it-management/changelog.md): Latest updates to IT Management ### Guides by Feature #### Tutorials - [0. Getting Started](https://support.i.moneyforward.com/en/it-management/tutorial/t4h0tsq6jo-start-flow.md): An overview of the steps to get started with this service. - [1. Account Creation and Initial Setup](https://support.i.moneyforward.com/en/it-management/tutorial/yvd9n2qzh1-new.md): Learn how to complete the initial setup from account creation to starting your first integration. - [2. Employee Master and Domain Settings](https://support.i.moneyforward.com/en/it-management/tutorial/ikf8odm6ti-2.md): This configuration lets you identify whether an employee has left the company or whether an account belongs to a guest. - [3. How to Connect Your SaaS](https://support.i.moneyforward.com/en/it-management/tutorial/tdxtlisu9v-4.md): Let's connect your SaaS! Connecting a SaaS lets you retrieve a list of accounts. - [4. How to Register Your Credit Card](https://support.i.moneyforward.com/en/it-management/tutorial/z0lxs3jc9p-5.md): Register a credit card when you are ready to start using this service in full. - [5. How to Connect the Cost Master](https://support.i.moneyforward.com/en/it-management/tutorial/qk18kbsiv1-cost-master.md): Integrate with your accounting or expense system to visualize costs and identify opportunities for cost reduction. - [6. How to Invite Users](https://support.i.moneyforward.com/en/it-management/tutorial/93a9bikaqq-user.md): You can invite users to the organization you created. Invited users can connect to services and view data retrieved through those connections. #### Manage SaaS - [0. Managing SaaS Accounts in the Services Screen](https://support.i.moneyforward.com/en/it-management/saas-management/e153853h0b-saa-s.md): The Services screen lets you manage all SaaS applications used in your organization from a single list. - [1-1. Viewing the Services Screen](https://support.i.moneyforward.com/en/it-management/saas-management/dcqgfmkgaq-services.md): Learn how to navigate and use the Services screen. - [1-2. Check SaaS License Status](https://support.i.moneyforward.com/en/it-management/saas-management/fp5bwx22y8-licenses.md): Check the license status for your connected SaaS services. - [2-1. Connect a SaaS](https://support.i.moneyforward.com/en/it-management/saas-management/7ueugu6ubg-saa-s.md): For SaaS listed in the supported integrations, you can connect directly with our service to automatically retrieve data. - [2-2. [Custom App] Register a Cloud Service Manually](https://support.i.moneyforward.com/en/it-management/saas-management/jbzpcipgo5-custome-app.md): Learn how to manually register accounts for SaaS or on-premises services that do not support automatic integration. - [2-3. [Custom App] Connect SaaS via Google Sheets](https://support.i.moneyforward.com/en/it-management/saas-management/iwb7akg6zp-saa-s-spreadsheet.md): These are the steps to connect SaaS accounts to a custom app using Google Sheets. In addition to the existing manual or CSV import methods, you can manage and sync SaaS accounts through Google Sheets. - [2-4. [Custom App] Edit the Icon](https://support.i.moneyforward.com/en/it-management/saas-management/custom-app-edit-icon.md): Learn how to edit the icon of a custom app. - [3-1. Check SaaS Integration Patterns (Integration Methods)](https://support.i.moneyforward.com/en/it-management/saas-management/8iscw8ce8k-saa-s.md): Learn how to connect to SaaS. - [3-2. View Integration Logs](https://support.i.moneyforward.com/en/it-management/saas-management/5025na7fpb-integration-log.md): You can view logs for SaaS integrations. In addition to integration and sync logs, the log also includes account deletion and deactivation operation logs. - [3-3. Managing Multiple Workspaces (Domains, Tenants)](https://support.i.moneyforward.com/en/it-management/saas-management/g6zipm1ez7-multi-workspace.md): Learn how to connect multiple tenants, for example when you have multiple contracts for a single SaaS. This page also covers renaming workspaces and customizing workspace details. - [3-4. Connect SaaS Managed by Another Department or Business Unit](https://support.i.moneyforward.com/en/it-management/saas-management/n6jtb0mv5r-saa-s (4).md): How to connect cloud services managed by another department or business unit. - [3-5. Troubleshooting SaaS Integration Failures](https://support.i.moneyforward.com/en/it-management/saas-management/93nahw45is-trouble.md): This page covers troubleshooting for failed SaaS integrations. Topics include authentication errors, sync issues, and re-linking procedures. If your SaaS integration fails, follow the steps below. - [4. Stop a Connected Service (Disconnect Integration)](https://support.i.moneyforward.com/en/it-management/saas-management/i0gvqajtjd-disassociation.md): You can stop (disconnect) an integration when you no longer need it or when it is not working correctly due to an error. - [5. Service Management and Data Export for IT Audits](https://support.i.moneyforward.com/en/it-management/saas-management/nqtcb7uc41-it-services.md): How to configure services and export data for IT audit purposes. You configure ledger information in the Services screen. You can export this information in bulk as an Excel file for use as IT audit evidence. This page explains how to configure the Services screen and describes the fields in the exp… - [Request a New SaaS Integration](https://support.i.moneyforward.com/en/it-management/saas-management/1vhprfkxcq-request.md): How to submit a request for a new service integration or feature. #### Manage SaaS Accounts - [Transfer Data in Google Workspace](https://support.i.moneyforward.com/en/it-management/saas-management/n5wzdnei6r-google-workspace.md): Learn how to migrate account data in Google Workspace. - [Manually link (merge) a SaaS account to another account](https://support.i.moneyforward.com/en/it-management/saas-management/d97dy5z2l7-merge.md): You can link unknown accounts or guest accounts that have no retrievable email address to another employee account or system account. - [Register or Add a SaaS Account (Provisioning)](https://support.i.moneyforward.com/en/it-management/saas-management/f9i1kx9ylf-provisioning.md): Learn how to provision new SaaS accounts. - [Check Account Last Activity Date](https://support.i.moneyforward.com/en/it-management/saas-management/lewx96sin2-last-activity.md): Learn about the Last Activity date for accounts. - [Export Account List](https://support.i.moneyforward.com/en/it-management/saas-management/bvfxjlx09m-export-account.md): Export account lists for connected SaaS services to CSV or Excel. - [Alert Types](https://support.i.moneyforward.com/en/it-management/saas-management/q6jgukpnvh-alert.md): Learn about the types of alerts and notifications available. - [How to use the Merge identity with addressless entities Tool](https://support.i.moneyforward.com/en/it-management/saas-management/6ax6mziqu2-merge-identity-with-addressless-entities.md): Automatically merge unknown SaaS accounts via API. A tool that simplifies linking between directories. - [SaaS Account Inventory Tool: Setup and Usage](https://support.i.moneyforward.com/en/it-management/saas-management/9w9i1e51s3-saas-account-inventory-tool.md): Learn how to set up and use the SaaS Account Inventory Tool, an external tool that supports your workflows in this service. #### Retired Account Management - [Send Alerts via Slack Notifications](https://support.i.moneyforward.com/en/it-management/retired/76lzcncxyx-slack-notification.md): Configure Slack notifications to alert your team. You can send notifications to any channel when a retired employee is detected or an integration error occurs. - [Mute Alert Notifications](https://support.i.moneyforward.com/en/it-management/retired/j61yplowpw-mute.md): Use the mute feature to suppress alert notifications. Exclude specific accounts from alerts when you want to stop receiving notifications for them. - [Caution: Risk of data loss when deleting SaaS accounts](https://support.i.moneyforward.com/en/it-management/retired/6ybtuo9yl2-caution-delete.md): Some cloud services permanently delete an account's content data along with the account itself when you choose the delete operation. Proceed with care. - [Delete or Deactivate Service Accounts](https://support.i.moneyforward.com/en/it-management/retired/zw9trbb1wm-deprovisioning.md): Learn how to delete accounts from services. - [Clean Up Retired Accounts](https://support.i.moneyforward.com/en/it-management/retired/alcptx3rdr-offboarding.md): Learn how to clean up accounts smoothly using the employee offboarding flow. - [Check for Remaining Retired Accounts](https://support.i.moneyforward.com/en/it-management/retired/49ob8gvkxn-retiree-account-check.md): This page explains how to check whether retired employees still have accounts in cloud services. #### Directory - [0. Manage Information on the Directory Screen](https://support.i.moneyforward.com/en/it-management/directory/nqxa0so8wh-admina-directory.md): A dedicated directory for IT departments to manage identity information. - [1. Add, Edit, and Delete People](https://support.i.moneyforward.com/en/it-management/directory/xzgyim8kpj-admina-directory-rdy-ruu.md): Steps to add, edit, and delete People in the Directory. Includes bulk operations and CSV import/export. - [2. Identify Self-Managed IDs](https://support.i.moneyforward.com/en/it-management/directory/m6uehl3rzi-admina-directory-rdy.md): Learn how to identify self-managed IDs in the Directory. - [3. [Directory] How to Create a Directory CSV for Import](https://support.i.moneyforward.com/en/it-management/directory/1xtq0cxipa-directory-csv-import.md): Steps to import your directory HR ledger as a CSV file. - [4. [Directory] Customizing Management Fields](https://support.i.moneyforward.com/en/it-management/directory/gqqdb2621q-edit-uid.md): Instructions for adding, showing, and hiding management fields in the directory. - [5. Status Determination Conditions: Quick Reference and Details](https://support.i.moneyforward.com/en/it-management/directory/dcrxyhzb39-user-type.md): A quick reference guide for user types and label assignment conditions per employee master. #### Shadow IT - [0. From Getting Started to Shadow IT Detection](https://support.i.moneyforward.com/en/it-management/shadow-it/w4xowrirdb-it.md): This page explains the flow from getting started to detecting shadow IT. - [1-0. Discover Services (Shadow IT)](https://support.i.moneyforward.com/en/it-management/shadow-it/pz89ebygib-discovery.md): By integrating with Google Workspace, you can detect cloud services used in your organization. - [1-1. How Shadow IT Detection Works with Google Workspace (Reference)](https://support.i.moneyforward.com/en/it-management/shadow-it/8nwq5urwh5-shadow-it.md): Learn what Shadow IT means. - [2. Distribute the Browser Extension to Detect Shadow IT and Retrieve Service Activity](https://support.i.moneyforward.com/en/it-management/shadow-it/7q1wryx3dk-extension.md): How to distribute and install the browser extension. - [3. Check Service Usage in Event Log](https://support.i.moneyforward.com/en/it-management/shadow-it/oepl0j5y5g-eventlog.md): Learn how to view service access history using the event log. - [4. How to Use the Shadow IT Management Ledger](https://support.i.moneyforward.com/en/it-management/shadow-it/fazgtahebn-shadow-it-management.md): Setup instructions and usage guide for the Shadow IT Management Ledger. - [5-0. Shadow IT FAQ](https://support.i.moneyforward.com/en/it-management/shadow-it/c1ggjsk29j-9-it-faq.md): Frequently asked questions about Shadow IT. - [5-1. "Shadow IT Detection Has Been Stopped in Some Workspaces" Message](https://support.i.moneyforward.com/en/it-management/shadow-it/bt2dst16s9-it (2).md): When Shadow IT detection is stopped in some workspaces linked with Microsoft 365 or Microsoft Entra ID, the following message may appear. #### Admina Extension - [What is Admina Extension](https://support.i.moneyforward.com/en/it-management/admina-extension/what-is-admina-extension.md): Learn what Admina Extension (the browser extension) does and how to choose a distribution method. - [2-1. Browser Extension Setup Guide (Windows Solo Setup)](https://support.i.moneyforward.com/en/it-management/admina-extension/windows-solo-setup.md): Steps to manually install the browser extension on a single PC. - [2-2. Browser Extension Setup Guide (Windows GPO)](https://support.i.moneyforward.com/en/it-management/admina-extension/qegqblx598-windows-gpo.md): A setup guide for mass-distributing the browser extension via Active Directory GPO (Group Policy). - [2-3. Browser Extension Setup Guide (Windows Intune)](https://support.i.moneyforward.com/en/it-management/admina-extension/windows-intune.md): Steps to distribute the browser extension to Windows devices managed by Microsoft Intune. - [2-4. Deploying and Configuring the Chrome Extension via Mac Configuration Profiles and MDM](https://support.i.moneyforward.com/en/it-management/admina-extension/udu2t8mwne-mac-plist.md): How to deploy and configure the Chrome extension on Mac using managed configuration profiles (plist). - [2-5. Distributing the Chrome Extension via Google Workspace Admin Console](https://support.i.moneyforward.com/en/it-management/admina-extension/bbb2v722bm-extension-bdv.md): Steps to distribute the Chrome extension via the Google Workspace Admin Console. - [2-6. Retrieve Diag Data](https://support.i.moneyforward.com/en/it-management/admina-extension/344geptwee-diag.md): If event logs are not visible after distributing the extension, retrieve Diag data using the steps below. #### File Management - [Manage Public Forms on Google Drive](https://support.i.moneyforward.com/en/it-management/file-management/3dcsdrnc1a-google-form.md): By integrating with Google Drive, you can detect the visibility status of Google Forms and manage those unintentionally exposed to external users. - [[Google Drive] Specify conditions for file detection](https://support.i.moneyforward.com/en/it-management/file-management/8ltduljmjc-drive-filterling.md): You can detect files and folders in Google Drive that match specified conditions (filtering). - [[Safelist] Exclude Detected Files](https://support.i.moneyforward.com/en/it-management/file-management/b77md9ed8m-safelist.md): Learn how to exclude files detected by the External Shared Content Management feature from alerts by adding them to a safelist. - [How to Resolve False Positives in Externally Shared File Detection](https://support.i.moneyforward.com/en/it-management/file-management/vapqjrn1u9-failed-detection-public-file.md): How to resolve false positives in externally shared file detection. Our service may detect external sharing even when your Google Drive policy prohibits it. The cause is that the Google Drive API returns per-file sharing settings without considering the applied policy. - [External Sharing Content Management](https://support.i.moneyforward.com/en/it-management/file-management/aakpi1r7gq-file-management.md): Retrieve the sharing status of files in external storage services. #### Device Management - [0. Getting Started with Device Management](https://support.i.moneyforward.com/en/it-management/device/auo46821y9-0.md): This page explains the workflow from device registration to full utilization. - [1-0. Device Screen Overview](https://support.i.moneyforward.com/en/it-management/device/erfxlknd5e-1-devices.md): This page explains each item and feature on the Device screen. - [1-1. Identify Self-Managed IDs (Devices)](https://support.i.moneyforward.com/en/it-management/device/mt70ejcvcx-id.md): The device search feature lets you search by free text, filter with multiple criteria, and save search conditions. - [2-0. Using the Device Feature](https://support.i.moneyforward.com/en/it-management/device/tmkn2wxi35-manage-device.md): Integrate device registries from Excel, spreadsheets, or other systems into this service to manage IT assets (SaaS and devices) in one place. - [2-1. Customizing Device Management Fields (Add / Hide)](https://support.i.moneyforward.com/en/it-management/device/2gdbiob664-device-itme.md): How to add custom management fields and hide existing ones in the device management feature. - [2-2. Device Management Field Reference](https://support.i.moneyforward.com/en/it-management/device/qlla5169py-devicetype.md): A complete list of fields you can manage in the service. - [2-3. Auto-number Asset Numbers for Devices](https://support.i.moneyforward.com/en/it-management/device/q9mrjyd4r7-asset-number.md): This service can automatically assign asset numbers to devices based on pre-configured rules. An asset number is an important identifier for devices your company owns, such as PCs and smartphones. - [2-4. Managing Device Types (Add / Edit)](https://support.i.moneyforward.com/en/it-management/device/5vqd5lbjjw-device-type.md): On the Device Type Management screen, you can add and edit device types used to classify devices. - [3. How to Create a Device Ledger CSV for Import](https://support.i.moneyforward.com/en/it-management/device/dwrsgbckjp-device-csv.md): Import your device ledger into the service using a CSV file. - [4-0. Sync MDM-Compatible SaaS with Your Device Ledger](https://support.i.moneyforward.com/en/it-management/device/k1u975zc6h-mdm.md): This feature helps users of the device management function eliminate duplicate record-keeping by making the master management ledger, improving operational efficiency. - [4-1. Security Measures Using MDM Integration](https://support.i.moneyforward.com/en/it-management/device/axw9ezvkgc-mdm-security.md): Security measures using MDM integration - [5. Device Feature FAQ](https://support.i.moneyforward.com/en/it-management/device/utfxmtlwrk-device-faq.md): Frequently asked questions about device management. #### Admina Tracker - [What is Admina Tracker](https://support.i.moneyforward.com/en/it-management/admina-tracker/index.md): Admina Tracker is an agent that automatically collects device data from your organization. Learn what data it collects and which operating systems it supports. - [Installing Admina Tracker (macOS) — Solo Setup](https://support.i.moneyforward.com/en/it-management/admina-tracker/install-mac.md): Install Admina Tracker on macOS. Download the installer from the management console, configure your API key, and start collecting device data automatically. - [Installing Admina Tracker (Windows) — Solo Setup](https://support.i.moneyforward.com/en/it-management/admina-tracker/install-windows.md): Install Admina Tracker on Windows. Download the installer from the management console, configure your API key, and start collecting device data automatically. #### Cost Management - [1. Using the Cost Management Feature](https://support.i.moneyforward.com/en/it-management/cost-management/9jwuc1p3y9-cost-management.md): An overview of the Cost Management feature, how to use it, and its prerequisites. - [2. Check SaaS Payment Status](https://support.i.moneyforward.com/en/it-management/cost-management/pawv3ttutu-spending.md): Check SaaS payment status and details. You can manually link payments that were not automatically matched to a SaaS. - [3. Manage SaaS Invoices and Receipts](https://support.i.moneyforward.com/en/it-management/cost-management/m77x6j9ug9-receipt.md): You can now store and view SaaS payment invoices and receipts in our service. This eliminates the need to search for SaaS payment information, reducing the burden on administrators. Setup is straightforward — just forward invoice and receipt emails to a designated email address. - [4. Manage SaaS Contract Status](https://support.i.moneyforward.com/en/it-management/cost-management/lcmgkjglyo-contract-management.md): Contract management feature. Manage SaaS payment and contract cycles in our service to avoid missing contract renewals or cost-reduction opportunities. - [5. Import CSV Data (Cost)](https://support.i.moneyforward.com/en/it-management/cost-management/pkjmixl49n-cost-csv.md): Learn how to import CSV data and manage it in Cost Management. - [6. Cost Management FAQ](https://support.i.moneyforward.com/en/it-management/cost-management/8206vnjyfw-cost-faq.md): Frequently asked questions about the Cost Management feature. #### Automation - [0. Getting Started with Automations](https://support.i.moneyforward.com/en/it-management/workflows/90k8f1lee0-workflows.md): Learn how to check which automation to create, including workflows that need no prior setup and workflows that require prior setup, such as onboarding/offboarding automation. - [1. Screen Overview (Automations)](https://support.i.moneyforward.com/en/it-management/workflows/zkgzzy8dso-workflows-2.md): This page explains how to read the Automations screen. - [2-0. Pre-configure Automation (Mapping)](https://support.i.moneyforward.com/en/it-management/workflows/ms4wo45v27-admina-automation-wic.md): Learn how to configure service connection settings (mapping) for automation. - [2-1. Add a Google Workspace Account with Automation](https://support.i.moneyforward.com/en/it-management/workflows/wmxqkuo9yp-google-workspace.md): Steps to add a Google Workspace account using automation. - [3-1. Configure a Workflow for New Employee Onboarding](https://support.i.moneyforward.com/en/it-management/workflows/ygzni03g1c-admina-automation-wic-ggx.md): Learn how to configure a workflow for new employee onboarding (provisioning). - [3-2. Configure a Workflow for Employee Offboarding](https://support.i.moneyforward.com/en/it-management/workflows/clsb6alwrc-admina-automation-rtp.md): Learn how to set up a workflow that automatically deprovisions SaaS accounts when an employee leaves, and sends notifications via Slack or email. - [3-3. Using Directory Custom Fields in Workflows](https://support.i.moneyforward.com/en/it-management/workflows/rdeflerejh-automation-custom.md): Learn about the screens where you can configure custom fields in automation. - [3-4. Setting Up a Schedule ID Update Workflow](https://support.i.moneyforward.com/en/it-management/workflows/a3dha0rbfa-schedule-id.md): This page explains how to set up a Schedule ID Update workflow. - [3-5. Setting Up Device Workflows](https://support.i.moneyforward.com/en/it-management/workflows/lrui518kt0-device-alert.md): Step-by-step instructions for automatically triggering workflows and sending notifications when device information is updated. - [3-6. Setting Up Webhook Workflows](https://support.i.moneyforward.com/en/it-management/workflows/ptlpl2j0za-webhook.md): Step-by-step instructions for setting up Webhook workflow automation. - [4-0. Running a Dry Run](https://support.i.moneyforward.com/en/it-management/workflows/cmeu7hzi90-workflow-cww.md): Steps to test a workflow's behavior with a dry run before publishing it to production. - [3-7. Building a Workflow from Scratch](https://support.i.moneyforward.com/en/it-management/workflows/tge7rgoibt-workflow.md): Step-by-step instructions for building a workflow from scratch. - [4. Run a Workflow Manually from the Directory Screen](https://support.i.moneyforward.com/en/it-management/workflows/1m4dk48wa6-automation.md): Learn how to run a workflow immediately from the Directory screen. - [5. How Onboarding/Offboarding Automation Runs](https://support.i.moneyforward.com/en/it-management/workflows/n2msl3q9um-admina-automation.md): Explains the workflow execution flow for automation. - [6. How to Read Logs (Automations)](https://support.i.moneyforward.com/en/it-management/workflows/s3ecxu08jy-admina-automation-ubo.md): Learn how to check the execution logs for automated workflows. - [7. Automation FAQ](https://support.i.moneyforward.com/en/it-management/workflows/8dzb80sc1v-7-workflows-faq.md): Frequently asked questions about workflows. #### Surveys - [0. Overview: From Getting Started to Using Surveys](https://support.i.moneyforward.com/en/it-management/survey/juswdothub-0-survey.md): This page explains the workflow for conducting employee surveys, device inventory surveys, and SaaS app inventory surveys, and how to act on the results. - [1. Survey Screen Overview](https://support.i.moneyforward.com/en/it-management/survey/f0f1hd50lx-1.md): Learn how to navigate and use the survey screens. - [2-1. Create a Survey](https://support.i.moneyforward.com/en/it-management/survey/as4mbd7pzr-2-survey.md): Steps to create an employee survey, device inventory survey, or SaaS app inventory survey from the Survey screen. - [2-2. Configure the Target Type in a Survey](https://support.i.moneyforward.com/en/it-management/survey/ouobmg3dsc-5.md): Learn how to configure survey targets based on target type when creating a survey. - [2-3. Configure the Slack Delivery Channel](https://support.i.moneyforward.com/en/it-management/survey/trtnrbqpql-slack.md): Configure Slack as the delivery channel for your survey. - [2-4. Survey Template List](https://support.i.moneyforward.com/en/it-management/survey/cx52fc8kov-2-4.md): A list of survey templates. - [2-5. Identify Unused SaaS Accounts with Surveys](https://support.i.moneyforward.com/en/it-management/survey/rsmrty4gss-2-5-saa-s.md): Learn how to identify inactive accounts and run surveys to reduce SaaS license costs and security risks. - [2-6. Set Up Branding for a Survey](https://support.i.moneyforward.com/en/it-management/survey/survey-branding.md): Customize the logo, brand name, and button color shown on the survey response page from the "Branding" tab in survey settings. - [3. Responding to a Survey](https://support.i.moneyforward.com/en/it-management/survey/tn6l6eo3jx-survey.md): How to respond to a survey you have received. - [4. Review the Survey and Conduct Inventory](https://support.i.moneyforward.com/en/it-management/survey/duof745x7d-4-survey.md): This page explains how to review a distributed survey and conduct an inventory. #### Settings - [Require multi-factor authentication (MFA) for login](https://support.i.moneyforward.com/en/it-management/settings/lqb4m5d1tj-login-method-2fa.md): Steps to require MFA for logging in to this service. - [Change Display Settings](https://support.i.moneyforward.com/en/it-management/settings/8cwhhfp1x5-admina.md): Switch organizations using the dropdown. Change the display language by clicking your account in the top-right and selecting Japanese or English. Log out by clicking your account in the top-right and selecting Logout. - [SAML/SCIM Setup with Okta Integration Network](https://support.i.moneyforward.com/en/it-management/settings/wllb3ml0pq-oin.md): Steps to configure SAML and SCIM using the Okta Integration Network (OIN). - [How to Configure SAML](https://support.i.moneyforward.com/en/it-management/settings/sni7chcawy-saml.md): Configure SAML integration for single sign-on. - [How to Configure SCIM](https://support.i.moneyforward.com/en/it-management/settings/msu9u84kyh-scim.md): You need to enable SAML before using SCIM. - [Check your payment settings](https://support.i.moneyforward.com/en/it-management/settings/ukg7sc4beq-payment-data.md): You can check your payment status. - [Admin Users and Role Settings](https://support.i.moneyforward.com/en/it-management/settings/yne7fl2lcy-role-new.md): Learn about the roles (permissions) available for admin users on this service. - [How to Change the Billing Address](https://support.i.moneyforward.com/en/it-management/settings/382woc2bh6-it.md): How to change the notification email address for this service - [Check notifications and menus](https://support.i.moneyforward.com/en/it-management/settings/jgipdrrbb7-admina.md): Learn how to check notifications and menus on the screen. #### FAQ - [Email Subscription and Unsubscription](https://support.i.moneyforward.com/en/it-management/faq/1cjy0uzyf5-untitled-article-ki5-fnw.md): How to subscribe to or unsubscribe from email newsletters. - [How to Use Audit Logs](https://support.i.moneyforward.com/en/it-management/faq/3kr059fq2z-auditlog.md): The audit log records operations performed in the service, including important actions and changes executed within the system. - [Enter a Promotion Code](https://support.i.moneyforward.com/en/it-management/faq/57sglku86y-promotion-code.md): Learn how to apply a promotion code. - [About Cancellation](https://support.i.moneyforward.com/en/it-management/faq/5e54m41vcv-churn.md): Explains what happens to your organization data when you cancel our service and delete your organization. - [Registering Multiple Licenses and Roles in a Custom App](https://support.i.moneyforward.com/en/it-management/faq/5g96svlu6w-untitled-article-kyb-c1s.md): To register a custom app, see [Custom App] Manually Register a Cloud Service. This article explains how to register multiple licenses and roles in a custom app. - [What to Check When the Screen Does Not Display Correctly or Clicks Do Not Work](https://support.i.moneyforward.com/en/it-management/faq/5hta8gc6l7-troubleshooting-browser.md): Troubleshooting guide for when the screen does not display correctly or clicks do not work. - [Export Google Drive Files Using the API](https://support.i.moneyforward.com/en/it-management/faq/6yb06ewr4f-api-google-drive.md): How to run the API to export Google Drive file lists to a CSV file. - [Provisioning from Google Workspace to This Service](https://support.i.moneyforward.com/en/it-management/faq/7agjjd0e1g-gws-admina.md): Learn how to provision users from Google Workspace to this service. - [[Limitation] Integration Failures with External Authentication Accounts (Google, SSO, etc.)](https://support.i.moneyforward.com/en/it-management/faq/7gbneu0vz5-auth-error.md): If you log in using Google authentication or SSO, you cannot connect to SaaS services that require ID/password-based integration. This article explains available workarounds. - [Two-Factor Authentication Requirement for MoneyForward Cloud Service Integrations](https://support.i.moneyforward.com/en/it-management/faq/aiyruh6jsp-untitled-article-j0f-k5q.md): Two-factor authentication setup for MoneyForward Cloud services. Based on security requirements introduced by the service provider, two-factor authentication is now mandatory for integrations with the following services. - [Deleted Google Analytics users remain](https://support.i.moneyforward.com/en/it-management/faq/9sqhrb0c4w-ga-remain.md): Explains why Google Analytics accounts continue to appear after deletion. - [How Usernames Are Displayed (Retrieval Criteria)](https://support.i.moneyforward.com/en/it-management/faq/c9echuiphu-username.md): Criteria for retrieving displayed usernames (account names). - [Using the Public API](https://support.i.moneyforward.com/en/it-management/faq/cw1ivgng0g-admina-api.md): We provide a public API so you can freely use the data you collect. - ["This app isn't verified by Google" error](https://support.i.moneyforward.com/en/it-management/faq/dqpoevdgwg-google-error.md): How to resolve the 'This app isn't verified by Google' error when connecting Google services. - [How to Invite Operators (Staff Members)](https://support.i.moneyforward.com/en/it-management/faq/f5oerz1czj-operator.md): This service lets you invite operators (staff members or consultants) using a dedicated role. - [Integration Steps When Two-Factor Authentication (2FA) Is Enabled](https://support.i.moneyforward.com/en/it-management/faq/fp0cb3c8pc-2-fa.md): Steps to integrate with a SaaS service when two-factor authentication (2FA) is enabled. - [How Pricing Is Calculated](https://support.i.moneyforward.com/en/it-management/faq/ghm83nwmvs-price.md): This page explains how pricing is calculated. - [Can I log in using two-factor authentication?](https://support.i.moneyforward.com/en/it-management/faq/hl8a9vau11-2-falogin.md): The admin console supports two-factor authentication (2FA) login. - [Cannot log in](https://support.i.moneyforward.com/en/it-management/faq/lu65gvh5xj-login.md): How to resolve issues when you cannot log in. - [IP Addresses, URLs, and Port Numbers](https://support.i.moneyforward.com/en/it-management/faq/nmglgrm1ik-restrict-ip.md): Steps to take when IP address restrictions are in place - [Security notification emails after SaaS integration](https://support.i.moneyforward.com/en/it-management/faq/psrydx1nxb-mfid.md): Q. After integrating with MoneyForward Cloud, I started receiving security notification emails at night. What are these, and can I stop them? - [Change your MoneyForward ID login credentials](https://support.i.moneyforward.com/en/it-management/faq/rxbj8qxpro-password.md): To change your login password, update the password on your MoneyForward ID account. - [Deleted Atlassian Users Remain as Inactive](https://support.i.moneyforward.com/en/it-management/faq/t0tm1jbjml-atlassian-id.md): After deleting a user in Atlassian, Admina may continue to show that user as an inactive (separated) employee. - [Using the Trial](https://support.i.moneyforward.com/en/it-management/faq/uzbi1mlxtx-trial.md): After starting your trial, you can use this service free for 14 days. This page explains how to use the trial and how to extend it after the trial period ends. - [A Retirement Label Is Assigned to an Active Account](https://support.i.moneyforward.com/en/it-management/faq/vbsrvjzr5k-non-retirement.md): Learn how to resolve cases where a SaaS account that has not retired is incorrectly labeled as retired. - [How do I change the email address for my login?](https://support.i.moneyforward.com/en/it-management/faq/vld3br7vrp-change-mail.md): Steps to change the login email address. - [How to fetch Atlassian (Jira, Confluence, Trello) accounts](https://support.i.moneyforward.com/en/it-management/faq/w2k92cqw8b-jira-confluence-trello.md): How to obtain accounts for Atlassian products such as Jira and Confluence. - [Error Displayed During Google OAuth Integration](https://support.i.moneyforward.com/en/it-management/faq/x6sms6m4ja-google-oauth.md): Troubleshooting errors that occur when connecting Google-related services - [[Microsoft 365 / EntraID (Azure AD)] Managing accounts with multiple email addresses as the same employee](https://support.i.moneyforward.com/en/it-management/faq/xry0dgfdv7-multi-account.md): If the same person uses multiple accounts, the sub-account's SaaS accounts may be treated as resigned or guest accounts (labeled External). This article explains how to fix that. - [What happens if integration settings change or the person who set up a SaaS integration leaves?](https://support.i.moneyforward.com/en/it-management/faq/yjfdvvhglz-saa-s.md): Frequently asked questions about how this service behaves when the account owner of a SaaS integration leaves. - [Configure the Link/UnLink Feature](https://support.i.moneyforward.com/en/it-management/faq/yuadk3w8gg-link-unlink.md): This feature resolves ID management issues in the directory. Set an account to UnLink if you want to manage it manually instead of syncing from the employee master, or set it to Link for automatic maintenance. - [When Receipt or Invoice Emails Don't Arrive](https://support.i.moneyforward.com/en/it-management/faq/z3em4xmx6f-not-invoice.md): What to do when invoice emails don't reach your inbox.