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How do I make a list visible to my whole organization?

Every list has a Visibility setting that controls who can see and use it. You set this when you first save a list and can change it later from the list's action menu.

Visibility options

| Option | Who can access the list | |---|---| | Everyone | All members of your organization | | Only me | You alone | | Specific people... | You plus the individual teammates you select |

Setting visibility when saving a new list

  1. Apply your filters on the contacts page, then click Save As.

  2. Give the list a name and choose whether to save it as a List (static snapshot) or a Saved search (updates as contacts change).

  3. In the Visibility dropdown, select Everyone.

  4. Click Save.

The list is now visible to everyone in your organization.

Changing visibility on an existing list

  1. Go to your saved lists page.

  2. Open the action menu for the list you want to change (the three-dot menu on the list row).

  3. Click Edit Details.

  4. In the Visibility dropdown, select Everyone.

  5. Click Save.

Sharing with specific teammates instead

If you want to share with some people but not the whole organization, select Specific people... from the Visibility dropdown. A checkbox list of your organization's members will appear. Check each person you want to include. You are always included and cannot remove yourself.

Notes

  • Lists set to Only me are not visible to other members of your organization, including admins.

  • Changing a list from Everyone to Only me or Specific people... takes effect immediately.

  • Whether a list is static or a saved search does not affect who can see it; visibility is controlled only by the Visibility setting.

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