Trusted Domains

Trusted Domains

Liscio empowers Firm Admins to manage which domains their firm can connect to Third Party Apps. This feature helps prevent unauthorized connections by allowing only approved domains.

Setting Up Trusted Domains

  1. Accessing Preferences

    • From the Dashboard, click the Ellipses at the bottom-left of the Left-Hand Menu.
    • Select Admin -> Preferences, then click on the Trusted Domains tab.

  2. Managing Trusted Domains

    • Your current Trusted Domains will be listed on this page.
    • To add a new Trusted Domain, click the + Domain button in the upper-right corner.

    • Enter the domain (e.g., what follows the "@" in an email address).
    • Click Save.

Impact on Firm Users

Firm Users will only be able to connect to Third Party Apps using email addresses from the Trusted Domains. Any attempt to connect with an email from an unapproved domain will be blocked.

Affected Third Party Apps

  1. Email Integration
  2. SmartVault
  3. Google Drive
  4. OneDrive
  5. Calendly

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