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Restricting DemoBoard Sharing by Email Domain

In this article, we will review how you can restrict a Viewer from sharing or viewing the DemoBoard outside of the email domains included within the DemoBoard.

For some organizations, there’s a need to ensure the demo is only being shared with prospects within the same company. If you need to add an extra level of security or want the peace of mind knowing your demo won't get into your competitor's hands then we’d recommend turning this setting on.

To adjust this setting you’ll go to Settings > Global Demo Settings > Restrict Sharing by Email Domain 

Restrict Sharing by Email Domain Option

Once this is turned on, You will will have two options as to how you want to can access requests to a DemoBoard from outside of the email domains already included

Restrict Sharing by Email Domain Options Drop Down

 

Viewer Can Request Access

This is the default setting when Restrict Sharing is enabled and allows a Viewer to request access from the DemoBoard Creator or those included within the Notification & Access for the DemoBoard.

  • Who Are You Page 
    • Viewers are prompted to 'Request Access' if the email does not align with the Email Domain(s) associated with the DemoBoard invite.
  •  Invite Others Page 
    A warning will pop up for the viewing attempting to send the invitation that "Sharing is restricted for this demo" and that a access request will be sent to the DemoBoard creator and/or additional notifiers. 
  • Share Request Email is sent to the DemoBoard creator and/or additional notifiers:   
    • User can then Accept or Reject the Share
      •  

        Accept or Reject the Share request
         
      • Accept Share

         

    • Once the Request is accepted the New Recipient is then added to the DemoBoard
    • Once accepted the New recipient will be added to the DemoBoard

Please note that once a user has approved access for a new email domain to view their DemoBoard, anyone else who has the same domain as the viewer who made the request will also be able to view the DemoBoard.

 

Viewer Cannot Request Access

This options allows you to restrict the DemoBoard to only those that have the same email domain as those that already exist within the invite. Viewers do not have an option to Request Access with this option enabled.

  • Who Are You Page
     

    Users with different email domain cannot request access

     

  • Invite Others Page 

     

 

These options will help ensure that your demos remain within the appropriate company and that your intellectual property is protected from potential competitors.