Adding watchlists

Add an individuals watchlist or companies watchlist so that you can screen individuals or companies and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.

1. Click Organization > Watchlists .
2. Click Add watchlist.

   

3. At the top of the new watchlist, click the Enabled slider to enable or disable the watchlist.
4. In the Type field, select a watchlist type. From the list, select either Individuals or Companies:

   Individuals

   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

   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.

5. 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 discrete name where applicable. This discrete name avoids divulging sensitive information about why someone might be blocked or on a list when the notification is sent to people.
6. Enter a Description for the watchlist.
7. In the Watchlist behavior section, select one of the following:
   • Notify watchlist managers
   • Automatically block visitors listed in a watchlist and notify watchlist managers
8. 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 checkbox.
   1. If you chose to apply your watchlist at a site level, add your sites and press enter.
   2. Repeat at necessary.
      Note: The Watchlist entry permissions section is disabled if the Global watchlist that applies to all sites in your system checkbox is selected.
9. If you have Watchlist entry permissions activated for your account, in the Watchlist entry permissions section, select one of the following:

   All watchlist managers can modify or delete watchlist entries

   All watchlist managers can modify or delete watchlist entries.

   Assign a watchlist entry permission for each watchlist entry

   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.

   

   

10. Click Save.