List settings allow you to share your list, add it to a category, and ensure it refreshes automatically if needed.
-
Share the list with a specific person or everyone with a certain permission level in People.
-
Assign this list to a campus or category to filter it in the main list.
-
Refresh the results of your list at your chosen frequency. Auto-refresh is particularly helpful for automations and workflows.
-
Add the names of people who should receive a notification email each time the list auto-refreshes. This email includes the most recent list results.
-
Sync this list to MailChimp. A tag with this list name is added to each person's contact in Mailchimp to show they are part of the list results.
Share a list you've created with others and allow them to view or manage the results. List managers can update the list's settings but not remove the original list creator.
Note
To completely remove a list creator's access, duplicate any conditions they've created, then delete their conditions. You can then remove the person's permissions in People, which will terminate their access to all lists.
There are two levels of access for list collaborators.
-
View only permission gives you access to the results, automations, and settings, but you can't change the rules.
-
Manage permission allows you to add and remove conditions on shared lists.
If you're a list manager, you can see who created the conditions and add your own from the Rules tab.
-
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 to change pre-existing rules or conditions.
-
If you don't have permissions in a product, you can see list results concerning that product, but you can't add new rules or edit existing rules related to that product.
If a list has been abandoned, meaning it doesn't have a manager, it is listed under the Unassigned list tab if you're an organization administrator. You can add yourself as a manager to any list in this view.
The first organization administrator to access a list without managers can add manage permissions for themselves.