Secure Setup Checklist

SigParser can be configured in different ways. The following checklist will help guide your configurations based on our recommended best practices. 

Limit Admin Roles

• Only one or two people in your organization should be assigned Mailbox Admin Roles. 

• Mailbox Admins have the highest level of account Permissions, and it is best to limit this access to only a few individuals. 

• Only one or two people in your organization should be App Admins Roles. App Admins have the second highest level of account permissions, and it is best to limit this access to only a few individuals. 

• More information on Role configuration can be found HERE. 

Identify Coworker Domains

• Mark your Company record as Coworker to when you first start using SigParser. 

• This will hide all the internal communication and calculate the statistics properly. Sometimes there are many Company records that need to be configured as a Coworker.

• Any changes to Coworker status can take a few hours to fully update properly.

  • Go to Companies > select Search

  • In the search bar under Company Name or Email Domain, enter the corresponding details of your company

  • Select the CheckMark Box next to which records you want to label

  • Select Update > Update Status Value > select Coworker 

Exclude Sensitive Domains & Emails Addresses

• You can exclude sensitive domains and email addresses from ever being ingested into SigParser by configuring the Mailbox Scan Rules. 

• This is suggested for any external domain such as your HR company, legal or any companies involved in Mergers & Acquisitions that you don't want people to see. Don't configure your own internal domain in this. 

  • Go to Settings > Admin Settings > Advanced Workflows

  • Go to Scan Rules > Add Scan Rules

  • Select a Match Type - either specific email addresses or email domains (ex: HR@company.com or hrdomain.com)

  •  Enter the corresponding Match Type values in the text box

  • Select Add Rules and Delete Data

Email Signatures

• SigParser captures email signatures by default to display in the UI. This can be disabled by sending a request to support@sigparser.com. 

• If you don't want to show email signature previews to a specific Role there is a Permission called “Can View Latest Email Signatures.” Simply disable this Permission under that Role. 

Permission: Can Manage Coworkers

• Can categorize Contact and Company records as Coworkers. Can expose email messages of Coworkers.

• Should be reserved for Mailbox Admins or App Admins. Intended for high-level users who may need to manage the SigParser account.

Permission: Can View All Contacts

• If this is disabled then the user can only see contacts they had interactions with based on the mailbox the user is the owner of. For this feature to work, each user needs to be mapped to a specific mailbox when configuring the user.

• If enabled, the user can view all Contact records unless they are marked Private. There is a separate Permission to enable or disable the ability to view Contacts marked as Private. 

• Should be reserved for Mailbox Admins or App Admins. Intended for high-level users who may need to manage the SigParser account.

Permission: Can View Email Messages

• Can view message details of emails and meetings.

• This is disabled by default. To enable this feature, send a request to support@sigparser.com. 

• This Permission can be enabled per Role.

• Should be reserved for Mailbox Admins or App Admins. Intended for high-level users who may need to manage the SigParser account.

Permission: Can View Subjects and Attachments

• Can view subjects and attachments of emails and meetings.

• This is disabled by default. To enable this feature, send a request to support@sigparser.com. 

• Should be reserved for Mailbox Admins or App Admins. Intended for high-level users who may need to manage the SigParser account.

If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.