Configuring Web Browser Settings

  • Updated

This article provides instructions on how to configure browser settings and grant access to Sales Intelligence Cloud in your organization.

Problem

The Sales Intelligence Cloud platform may not load and display the following error message:

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

This issue occurs when about blank, InsideView, 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.

To resolve this issue, follow these steps:

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. (Optional) 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. (Optional) If you have integrated Sales Intelligence Cloud with your Microsoft Dynamics CRM, repeat Step 3 and enter [*.]dynamics.com. Check Include third-party cookies on this site and click Add
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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. (Optional) 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. (Optional) If you have integrated Sales Intelligence Cloud with your Microsoft Dynamics CRM, repeat Step 3 and enter [*.]dynamics.com. Check Including third-party cookies on this site and click Add
    Screenshot_2022-12-07_at_1.19.16_PM.png
  7. Relaunch the Chrome web 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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Configuration Instructions for Safari Browser

  1. Go to Preferences in the Safari web browser.
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  2. Go to the Privacy tab and uncheck the Website tracking Prevent cross-site tracking and Cookies and website data Block all cookies checkbox. 
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  3. Go to the Security tab and check the Web content Enable JavaScript checkbox.=
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