Add individuals watchlists or companies watchlists so that you can screen visitors at
an individual level or company level and automatically perform block or notify actions at a site
or global level as specified in the watchlist configuration.
Procedure
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Click .
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Click Add watchlist.
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At the top of the new watchlist, click the Enabled slider to
enable or disable the watchlist.
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In the Type field, select a watchlist type. From the list select
either Individuals or Companies:
- Individuals
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An
Individuals watchlist is used to monitor visitor check-ins for
persons of interest listed in a watchlist and then take action as specified in the
watchlist configuration. For example, you might create an individuals watchlist to
automatically block visitors listed in a watchlist and notify watchlist managers. For other
situations, you might only notify watchlist managers. You might also create an individuals
watchlist to notify all watchlist managers when VIPs check-in at your site.
- Companies
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A Companies watchlist is used to monitor visitor
check-ins for companies of interest listed in a watchlist and then take action as
specified in the watchlist configuration. For example, you might create a companies
watchlist to automatically block access for people with a Company
name, company domain, or email address domain that matches specific companies of interest
listed in this watchlist.
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Enter a Name for the watchlist.
The name of a watchlist can be changed at any time to suit your needs.
Tip: Consider using a discreet name where applicable to avoid divulging
sensitive information about why someone might be blocked or on a list when the
notification is sent to people.
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Enter a Description for the watchlist.
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In the Watchlist behavior section, select one of the
following:
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Notify watchlist managers
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Automatically block visitors listed in a watchlist and notify watchlist
managers
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In the Watchlist settings section, choose whether you want a
global watchlist or a site-specific watchlist.
- To apply the watchlist to all sites in your system, select Global
watchlist that applies to all sites in your system.
- To apply the watchlist to one or more specific sites, clear the Global
watchlist that applies to all sites in your system check box.
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If you chose to apply your watchlist at a site-level, add your sites and press
enter.
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Repeat at necessary.
NOTE: The Watchlist entry permissions section is disabled if the
Global watchlist that applies to all sites in your system
check box is selected.
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If you have Watchlist entry permissions activated for your
account, in the Watchlist entry permissions section, select one of
the following:
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All watchlist managers can modify or delete watchlist
entries.
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Assign a watchlist entry permission for each watchlist
entry
- All watchlist managers can modify or delete watchlist entries
- Specifies that watchlist entries can only be modified or deleted by all watchlist
managers for the specified sites.
- Assign a watchlist entry permission for each watchlist entry
- Specifies that watchlist entry permissions are assigned at a more granular site
level in each watchlist entry. This means that only watchlist managers for the site
can modify or delete entries.
Example 1: Individuals block watchlist - configured as a global watchlist to
automatically block visitors and notify watchlist managers.
Example 2: Companies notify watchlist - configured as a site-specific watchlist
to notify watchlist managers when visitors are from a competitors company.
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Click Save.
After you finish
Do one or more of the following: