How to limit dashboard access based on IP addresses

This article provides instructions on adding data to an IP address - to gain access to edit this list, reach out to your admins to update your role/permissions. The IP whitelist will not function unless all agents who access the dashboard are added.

The ability to whitelist IP addresses in your dashboard is another preventative measure to ensure that only the selected agents(s) have access to PII information. The goal here is to restrict any unrecognized log-in attempts that don't match the IP address on file (work, mobile, home, etc.). How to add IP addresses to the whitelist:

• Start at "Settings" and choose the first category "Organizations" to the left of the page
• Scroll to the bottom to find Whitelisted IP Addresses for Dashboard Access
• Add agent's individual IP addresses with identifying details in the notes section (home, mobile, office, etc.)

Once the team is added, you can enable the list-making all other IP addresses invalid!