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 in order to get access to the content and visitors not on the list will be denied access.
How to manage your whitelist
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 whitelist.
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 whitelisting, please contact [email protected]