Trusted Domains help keep your firm secure by controlling which email domains can be used to connect to third-party apps (like SmartVault, Google Drive, etc.).
Note: Only Firm Administrators can manage Trusted Domains.
What Are Trusted Domains?
A domain is what comes after the “@” in an email address (like @gmail.com).
By listing Trusted Domains, you make sure employees only connect apps using approved email addresses.
Setting Up Trusted Domains
Select the Ellipses in the Left-Hand Menu.
Select Admin → Preferences → Trusted Domains tab.
Adding a New Trusted Domain
Select the +Domain button in the top-right corner.
Type in the domain you want to allow (example:
yourfirm.com).Select Save.
What This Means for Your Firm
Employees can only connect third-party apps using an email address from a Trusted Domain. If they try using an unapproved domain, Liscio will block the connection.
Affected Third Party Apps
Email Integration
SmartVault
Google Drive
OneDrive
Calendly