Maintaining access whitelists

When viewing this document from the HelpScout beacon, your access whitelists can be found here.

Overview

Communities can maintain whitelists—lists of individuals and domains that are allowed to use the community. Whitelisted domains are given a profile for their consumer account (if this feature is enabled).

This screen is used to managed whitelisting of domains and individual emails.

If you'd like to append a large number of domains via CSV, the Upload button will bring you to a page with a template to help you get started.

Adding new domains

You can add new whitelist domains from this screen. All that's required is a domain name as well as the investment level & custom categories you'd like associated with that domain. You'll have the option of sending invitations to as many email addresses from that domain as you'd like.

Public domains like Gmail and Outlook cannot be whitelisted.

Domain actions

You can send introductory emails to members of existing whitelist domains to help them get on the platform.

By editing a whitelist domain here, you can adjust investment level and customer offer categories for whitelisted domains and hide their profiles from other whitelisted domains.

Deleting a whitelist domain will remove access to the site for all members of that domain who do not have access via another method (some vendors have whitelist domains, and will still have access to their vendor accounts).

Individual emails

You have the option of granting access to individuals by email address. The process is largely the same as for domains, though you get a reinvite button here as well.

Related features

Whitelist profiles

Enable whitelist

Individual acesss whitelists

etc

Note: To get links to work from this page, please visit your community and open the HelpScout beacon in the bottom right corner. If it is not enabled, contact customer support. You can also copy+paste the links to the end of your community's URL, or explore Manage Community under your profile image.