For Admins: How do I use the Whitelist feature?

Overview

The Whitelist allows Cirrus Insight Admins to specify which users in their Salesforce org can access Cirrus Insight. If you choose to use the Whitelist, ONLY users that you manually specify will have access.

Requirements

Super Admin permissions are required, so you'll need to reach out to your account representative or the support team if you don't already have these permissions.

Steps

To manage your whitelist, take these steps:

1. Navigate to the Cirrus Insight Dashboard.

2. From the top menu, select Settings and choose Organization Settings.

3. From the menu on the left, select Whitelist.

4. To specify which Salesforce users should have access to Cirrus Insight, use the Add to Whitelist field. Be sure to select the green Add to Whitelist button.

Remember, only users that you manually specify will have access.

5. If you need to remove any users from the whitelist, use the Remove from Whitelist field. Be sure to select the white Remove from Whitelist button.

6. To check the Whitelist status of a user, enter the Salesforce email address into the field that says Enter username and then select the Check Whitelist Status button.