Create New IP Restrictions

General

LoanPro is based online, which means that by default users can log in to the software from any location as long as they have internet access. However, you may not want every user in your company to have access to the software from any location. For this purpose, LoanPro gives you the option to restrict access to the software by IP address. This article will cover how to create and assign IP restrictions.

How To Create an IP Restriction Set

To create a new IP restriction set, navigate to Settings > Company > IP Restrictions inside your company account.

Click Add Subset.

Enter a name for your IP restriction set into the Set Name field. Now choose whether this will be a whitelist or blacklist set using the toggle switch. A whitelist set will restrict assigned users so they can only access the software from the listed IP addresses. A blacklist set will restrict assigned users so they cannot access the software from the listed IP addresses. Click Save to save the set.

Once you have your IP restriction set, you can add addresses to it. To add an IP address to the set, click add_circle.

Enter the IP address into the IP Address field. The my_location button will autofill your IP address if needed. Click Save to save the IP address. Add as many IP addresses to the set as you want. Note: The IP address must be entered in as an IPv4 format.

How To Assign an IP Restriction Set

Once you’ve created an IP restriction set, you need to assign it to one or more agent users in order for it to have any effect. To assign an IP restriction set, navigate to Users > Agent Users inside your company account.

Click the name of a user you want to assign the IP restriction set to. On the Profile & Access tab, click Edit.

Scroll down and you will see the IP Restriction user setting. From the IP Restrictions drop-down, choose the IP restriction set you want to assign to the user. Click Save. You are done!


How did we do?


Powered by HelpDocs (opens in a new tab)