LogixCRM
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  • 👋Welcome!
  • LogixCRM Basics
    • About LogixCRM
    • Authorization and information security
  • Getting Started with Administration
    • Logging in
    • Setting up your company information
    • Creating users
    • Setting up organization chart
    • Granting permissions by team
  • Management and Customization
    • Managing field labels
    • Page layout assignment
    • Email communications
    • IP-based access restriction
    • Building custom search results
    • Regulating ownership
    • Creating workflows
    • Setting up API tokens
  • Operations
    • Importing leads
    • Creating leads manually
    • Distributing leads
    • Merging duplicate leads
    • Converting leads to accounts / opportunities
    • Creating and assigning tasks
    • Exporting leads
    • Generating reports
  • Sales and Marketing
    • Efficient workspace
    • Overview of the dashboard
    • Editing report views in your dashboards
    • Creating quick views of leads, accounts, and opportunities
    • Logs
  • Appendices
    • List of countries
    • List of nationalities
    • List of lead status
    • List of lead types
    • List of industries
    • List of employment status
    • List of occupations
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  1. Management and Customization

IP-based access restriction

PreviousEmail communicationsNextBuilding custom search results

Last updated 2 years ago

Confine your users’ access to the LogixCRM by IP addresses to protect your valuable and sensitive data. Your users can log in to the LogixCRM through the active (permitted) IP addresses, but cannot through the inactive ones even there is no IP restriction for them.

Go to Setup in the top right corner and click Systems > IP White Lists on the left pane.

1. Click Add to include an IP address for access permission.

Item
Description

• IP Address

Enter the IP address which you would allow users to access the LogixCRM by connecting.

• IP Status

Specify whether the IP address is active or inactive for the network connection. The active status is in green, and the inactive status is in red.

• Comment

It is optional to leave some description regarding this IP address for your record.

2. After you include some allowed IP addresses, the IP whitelist will look like below.

To revise an IP address or modify its status, click the pen icon .

To delete an IP address, click the rubbish bin .