Adding an individuals watchlist entry

Add one or more individuals watchlist entries so that you can screen visitors at an individual level and automatically perform block or notify actions at a site or global level as specified in the watchlist configuration.

1. Click Organization > Watchlists .
2. Select a watchlist from the list.
3. Click Add entry.

   

4. At the top of the watchlist entry click the Enabled slider to enable or disable the watchlist entry.
5. In the Watchlist entry criteria section, complete the fields:

   First name

   Enter a first name.

   Middle name

   Enter a middle name.

   Last name

   Enter a last name.

   First name aliases

   Add any known first name aliases and press enter. Repeat as required.

   Note: Aliases are shown in brackets in the watchlist entries list.

   Last name aliases

   Add any known last name aliases and press enter. Repeat as required.

   Emails

   Add any known emails and press enter. Repeat as required.

6. In the Emails to always allow section, add any emails that you want to exclude from the watchlist screening process.
   This section is used to add any similar emails or false positive email matches that you might want to always allow. For example, a possible match that happens to have the same name details, but is a different person with a different email address that should be allowed.
7. In the Additional information section, complete any additional fields that you require:

   Physical description

   Enter a physical description.

   Reason

   Enter a reason for the block or notify.

   Note: The Reason field can contain sensitive private information, and can only be viewed by the watchlist manager for the site.

   Date of birth

   Use the calendar picker to enter a date of birth.

   The date of birth information is useful additional information when a visitor check-in matches multiple people with the same name. It can be used to validate an identity and also eliminate duplicates or false positive matches.

   External reference ID

   Enter an external reference ID.

   Company name

   Enter a company name.

8. In the Additional information section, Click Add image to add one or more images if required.

   

   1. Drag and drop an image or click Browse to select the image file that you require and click Upload image.
   2. Repeat for each additional image you want to upload.
   3. (Optional) Click Delete image for any images you no longer require.
      Tip: Click Open in new tab to view the image full size.
9. If you have Watchlist entry permissions activated for your account, in the Permissions section, add the sites that you require.
10. Click Save.