Available on: Finance
What is whitelisting?
Finance users can enable whitelisting on links or Spaces to allow only specific email addresses or domains to access the content. Visitor’s emails or domains must match the whitelist exactly in order to get access to the content and visitors not on the list will be denied access.
How to manage a whitelist
The whitelist can be configured to include up to 200 email addresses or domains for each link. Entries can be changed anytime by accessing the link settings and must be delineated between each entry using a comma.
Tip: To quickly edit the list for many names:
- Copy the whitelist viewers into a word document.
- Edit the email addresses/domains.
- Paste the new list back into the Whitelist viewer section.
Forwarding Whitelisted Links
Users that are forwarded the link or not on the configured whitelist will be immediately denied access and will not be able to access the content. Additionally, we recommend enabling email verification for additional security and information on your visitors. Here's more information on Verified Viewing from our help center.
Whitelisting can be enabled and managed through the Gmail plugin or Outlook add-in. Visitors who are sent a link or Space using the Gmail plugin or Outlook add-in will automatically be able to view the content even if they are not added to the white list.
Whitelisting will sync with Salesforce as part of the link or Space creation tasks and can be mapped to the Salesforce activity field from your Salesforce settings page.
If you are interested or have any questions about white listing, please contact email@example.com