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
Accessing Preferences
From the Dashboard, select the Ellipses in the Left-Hand Menu.
Select Admin → Preferences, then select the Trusted Domains tab.
Managing Trusted Domains
Your current Trusted Domains will be listed on this page.
To add a new Trusted Domain, select the +Domain button in the upper-right corner.
Enter the domain (e.g., what follows the "@" in an email address).
Select 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
Email Integration
SmartVault
Google Drive
OneDrive
Calendly