Antivirus and EDR allowlisting
Plan endpoint-security review when protection tools affect Worklix installation or connectivity.
Updated for the current Worklix workflow
Why endpoint tools matter
Antivirus and EDR products can block installation, background services, network access, screenshots, or other approved Worklix components depending on local policy.
Review before broad deployment
Ask the endpoint-security owner to review the Worklix installer and required permissions in a controlled pilot before organization-wide rollout.
- Confirm the responsible owner.
- Use the minimum visibility needed.
- Check related records before acting.
- Document corrections and decisions.
Avoid unsafe exceptions
Do not disable endpoint protection broadly. Create only the narrow allowlisting required by your internal security process.
Validate after changes
Confirm the Worklix app launches, signs in, syncs expected records, and remains visible to the device owner according to company policy.
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