Shared Lists

Lists are now split into two types: Personal Lists and Shared Lists. All existing lists prior to 10/18/2021 are Personal, and only the user who created these said lists can access them.

A Shared List can be viewed by ALL of the users within the permission group assigned to the Shared List such as Vendor, Facility Manager, Admin, etc. In order to view Shared Lists, even by their Creator, the proper permissions must be added. Please reach out to our helpdesk to gain access to the List Management menu! 

Shared lists can only be edited, created, or deleted by navigating to the Administration>List Managements tabs on the navigation panel. They can only make changes to the Shared List if they are part of the selected Permission Group. 

Creating Shared Lists

Step 1) Navigate to Administration>List Management on the navigation panel. 
Step 2) Select the plus sign (+) in the top right-hand corner of the grid. 
Step 3) Add a List Name. 
Step 4) Select your list type (Assignments, Client Invoices/Quotes, Vendor Invoices/Proposals, or Work Orders). The List Types cannot be updated after creation.
Step 5) Select the Permission Group that should have access to this list. 

The iconography for Shared Lists has also changed to accommodate the ideals behind this update. 

Personal List Icon:

Shared List Icon:

Editing Shared Lists

Step 1) Click on the pencil icon from within the list. 
Step 2) Select your desired filter updates. 
Step 3) Select Save Filter to save your changes. 

Note: If you are the list owner, you can delete the list all together using the delete option. The list owner is also the only one who can edit the original list.

Duplicating Lists

Step 1) Select the duplicate Icon on the list you want to duplicate. 
Step 2) Update the name of the list so that it is unique. 
Step 3) Select the permission group that should have access to this list. 
Step 5) Select Create.