Configuring Web Browser Settings

  • Updated

Sales Intelligence may not load and display the following error message when about blank, Demandbase, CRM, or Microsoft websites are not part of the trusted sites in your web browser and the system is unable to keep the session live.

"User account identifier is not provided. Add *.insideview.com to the set of trusted sites".

See below instructions on how to configure browser settings and grant access to Sales Intelligence.

Configuration Instructions for Microsoft Edge Browser

  1. Go to Settings in the Microsoft Edge browser
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  2. Click on Cookies and site permissions Manage and Delete Cookies and Site Data.
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  3. Scroll down to Allow and click Add.
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  4. Enter [*.]insideview.com and check Include third-party cookies on this site. Click Add. 
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  5. If you have the Demandbase ABX product, repeat Step 3 and enter [*.]demandbase.com. Check Include third-party cookies on this site and click Add. 
    Screenshot_2022-12-07_at_1.26.07_PM.png

  6. If you integrated Sales Intelligence with your Microsoft Dynamics CRM, repeat Step 3 and enter the entire URL of the Dynamics CRM. Check Include third-party cookies on this site and click Add. Screenshot_2022-12-07_at_4.08.26_PM.png

  7. Relaunch the Microsoft Edge browser. 

Clearing Cookies in Microsoft Edge Browser

  1. Go to Settings in the Microsoft Edge web browser.
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  2. Click on Cookies and site permissions Manage and Delete Cookies and Site Data.
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  3. Click on See all cookies and site data.
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  4. Enter Insideview in the search box. Click the trash icon to remove cookies. 
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  1.  

Configuration Instructions for Google Chrome Browser

  1. Go to Settings in the Google Chrome web browser.
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  2. In the Settings page, enter the word cookies and click Search. Select the Cookies and other site data. 62cdddc96a050.png
  3. Scroll down to Sites that can always use cookies and click Add. 
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  4. Enter [*.]insideview.com and check Including third-party cookies on this site. Click Add.
    Screenshot_2022-11-08_at_7.11.48_PM.png

  5. If you have the Demandbase ABX product, repeat Step 3 and enter [*.]demandbase.com. Check Including third-party cookies on this site and click Add. 
    Screenshot_2022-11-08_at_7.12.27_PM.png

  6. If you integrated Sales Intelligence with your Microsoft Dynamics CRM, repeat Step 3 and enter the entire URL of the Dynamics CRM. Check Including third-party cookies on this site and click Add. 
    Screenshot_2022-12-07_at_1.19.16_PM.png

  7. Relaunch the Google Chrome browser.

Clearing Cookies in Google Chrome Browser

  1. Go to Settings in the Google Chrome web browser.
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  2. In the Settings page, enter the word cookies and click Search. Select the Cookies and other site data.
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  3. Scroll down to See all cookies and site data.
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  4. Enter Insideview in the search box. Click the trash icon to remove cookies. 
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