List Settings

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List settings allow you to share your list, add it to a category, and ensure it refreshes.

Check out this clip from Planning Center University.

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  1. Share the list with a specific person, or everyone with a certain permission level.

  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

Share a list with others and allow them to view or manage the results of the list. A person with the Manage permission can update the list's settings, but they cannot remove the list owner.

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  1. A person who can View only doesn't have access to the Rules tab, but they can view the results, automations, and settings.

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

Caution

If you need to remove a person's access to a list, first duplicate any conditions they've created, and then delete the original conditions that they created. You can then remove the person's permissions.

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

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  1. You cannot edit a rule or condition made by another person. However, 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.

  2. People cannot create rules for products they don't have permissions in. For lists with conditions regarding other products, people without permissions in those products can see the results but not add new rules or conditions for those products.

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