Manage Communication History (Email Access Control)

Use the Email Access Control page to control which emails and calendar meetings sync to Demandbase. You can include or exclude communications based on email addresses, domains, or accounts in selected account lists.

Tip: Exclude internal accounts if your account lists include demo accounts or other divisions within your organization. This prevents internal communications from syncing to Demandbase.

To manage who can view synced communication history, see Configure Email Communication Visibility (Email Access Control).

Prerequisites to Manage Email Access Control

You must have Admin privileges or be assigned to a permission set with the required Demandbase settings access.

Include Email Addresses or Accounts

Specify email addresses, domains, or accounts in selected account lists to include their emails (To, CC, and BCC) and calendar meetings in Demandbase.

1. From the left navigation bar, go to Settings > Platform > Email Access Control.
2. Go to the Include tab.
3. Under Included Email Addresses, specify the email addresses or domains to include:
   Tips:
   • Select Demandbase users from the drop-down or switch to text view to enter email addresses manually.
   • To include an entire domain, enter @domain.com.
4. Under Included Account List, select the account lists containing the accounts to include.
   Tip: Select account lists from the drop-down or switch to text view to enter account lists manually.
5. Click Save Changes.
   

Exclude Email Addresses or Accounts

Specify email addresses, domains, or accounts in selected account lists to prevent their emails (To, CC, and BCC) and calendar meetings from syncing to Demandbase.

1. From the left navigation bar, go to Settings > Platform > Email Access Control.
2. Go to the Exclude tab.
3. (Optional) Select Auto Delete Exclude Communication History to delete existing communication history associated with excluded email addresses or accounts.
   Important: Deleted communication history cannot be recovered. Related activities and Engagement Points are also deleted.
4. Under Excluded Email Addresses, specify the email addresses or domains to exclude:
   Tips:
   • Select Demandbase users from the drop-down or switch to text view to enter email addresses manually.
   • To exclude an entire email domain, enter @domain.com.
5. Under Excluded Account List, select the account lists containing the accounts to exclude.
   Tip: Select account lists from the drop-down or switch to text view to enter account lists manually.
6. Click Save Changes.