List Settings

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If you need to share a list, add it to a category, or make sure it refreshes/re-syncs, you can set up those preferences in the List Settings.

  1. Share the list with a certain permission level or individual.
  2. Assign this list to a campus or category to easily filter it in the main list.
  3. Use auto-refresh to refresh the results of your list every night. Auto-refresh is particularly helpful for automations and workflows.
  4. Sync this list with a segment in your MailChimp list.

Permissions

You can share a list with others and allow them to view or manage the results of the list.

list permissions

If you need to remove a person's access to a list, first duplicate any conditions that they've created, and then remove the conditions that were created by them. You can then remove the person from the Permissions list.

A person with the Manage permission can update the Settings of the list, but they cannot remove the list owner.

Manage

A person who can Manage the list can add and remove conditions on shared lists.

From the Rules tab, see who created the conditions and add your own.

rules

You cannot edit a rule or condition made by another person. If you are a List Manager, you can duplicate another person's rule or condition, and then delete the original one in order to make changes to pre-existing rules or conditions.

View Only

A person who can View only doesn't have access to the Rules tab, but they can view the Results, Automations, and Settings.

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