Configure email filtering
The Email filtering page controls which sender addresses and domains appear on the company blocklist or allowlist.
Who can do this
You can view the page with inbound-email access. Adding or changing an entry requires company:inbound_emails:manage_sender_rules.
Add an entry
- Select Settings in the main navigation.
- Under CONFIGURATIONS, select Email filtering.
- Select Blocklist or Allowlist. Blocklist is the first tab.
- Select Add entry.
- Choose Email or Domain under Type.
- Enter the address or domain under Value.
- Choose a Reason and add optional context when the form asks for it.
- Select Save.
Change an existing entry
Open the row action at the right end of an entry, then choose:
- Edit to change its type, value, or reason.
- Move to Allowlist or Move to Blocklist to switch lists.
- Remove to remove the active entry.
If the same value already exists on the other list, Clerked opens Move existing entry? so you can confirm the move.
What you should see
The entry appears on the selected list with its Value, Type, Reason, and creation details.
If something goes wrong
- If Add entry and row actions are missing, you can view sender rules but cannot manage them.
- If a domain includes
@, remove it and enter only the domain. - If the list does not refresh after a change, retry the page before adding the same entry again.