To control which communications are synchronized with Boréalis, you can configure Allow and Block Lists:
- Allow List: Specifies the domains that can create new stakeholders during email synchronization. If an email address is not associated with an existing stakeholder, a new stakeholder is created only when its domain is on your Allow List.
- Block List: Specifies email addresses or domains that are excluded from synchronization. If a sender or recipient is blocked, the email is not synchronized, even when other participants are allowed.
ⓘ Note: Blocked emails can still be manually pushed to Boréalis using the Outlook Add-in.
❗︎ Important: An email address or domain cannot be on the Allow List and Block List at the same time.
Configure Allow and Block Lists
- Click on your User Profile icon in the right hand corner of the top bar.
- Click on View profile.
- In the left hand menu, click on Integration, then Microsoft.
- If you have not set up your integration yet, click on Link Microsoft account to create the link.
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Click on the Configure allow list or Configure block list.
Add or remove email addresses or domains.
Save changes.
★ Tip: When you start engaging with a new organization, consider adding its domain to your Allow List. This allows new stakeholders from that domain to be created automatically as they appear in synchronized emails, reducing manual data entry.
Quickly block an email or domain
You don’t have to open the integration settings to block a sender. You can add an email address or a whole domain to your Block List in a couple of clicks, directly from the Outlook add-in or from a communication in Borealis.
You can choose one of the following actions:
- Add the email to my block list to block the specific email address.
- Add the domain to my block list to block the participant's domain.
From the Outlook Add-in
To add a participant's email address or domain to your block list:
- Open the Boréalis Outlook Add-in.
- Locate the participant you want to block.
- Select the three-dot menu next to the participant.
- Select one of the following:
- Add the email to my block list to block the participant's email address.
- Add the domain to my block list to block the participant's domain.
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Complete the action presented by the add-in.
From a Communication in Boréalis
You can also block an email address or domain from the participant information on an existing communication.
- In Boréalis, open the communication containing the participant you want to block.
- Open the participant's stakeholder toast.
- Select one of the following:
- Add the email to my block list to block the participant's email address.
- Add the domain to my block list to block the participant's domain.
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Complete the action presented in Boréalis.
The stakeholder toast on a communication is the specified web entry point.
Things to Know
Keep the following rules in mind when configuring your lists:
- An email address or domain cannot be in both the Allow list and Block list at the same time.
- Quick Block list actions are available to all users when their Microsoft 365 integration is enabled and configured.
- If the email address or domain is already blocked, the corresponding quick action is not displayed.
- Quick Block list actions affect only the current user's Block list.
- A super user must use the Instance Block list when an email address or domain needs to be blocked for the entire instance.