InvestorSet Whitelisting allows Data Room administrators to pre-authorize access to an InvestorSet at the individual (by their email) or company level (by their domains, for example, finsight.com).
Who can Manage InvestorSet Whitelists
Admins or Users with the ability to Manage Users & Settings are able to manage the whitelist on InvestorSet. This whitelist gives specific Users and Domains access to the InvestorSet without needing to seek authorization.
How do I Manage my InvestorSet Whitelist
To manage your InvestorSet whitelist:
- Enter into your InvestorSet room
- Go to the Manage Users & Settings tab
- Click on Manage Whitelist
- Add emails or domains into the input box and press the + icon to add
You may also Add Top Accounts by pressing the Add Top Accounts icon next to the Filter box in the top-right corner. This will add an actively managed list of the most common email domains of investors accessing the InvestorSet platform.
Users with the whitelisted emails or domains will be able to access your InvestorSet page without the need to request authorization.