Update who has access to a list

Description:

This article covers updating who has access to each list.

For creating a list, see Create a list.

Notes:

• Only the Creator of the list is able to update who has access.
• Other Project Admins & Internal users are able to see who has access.
• Collaboration is not available on Basic plans.

Contents:

This article covers:

1. Providing access to users
2. Providing access to user groups (Enterprise plans only)

Guide:

1. Providing access to users

1.1. From the home screen go to Your project - see Create a project.

 

1.2. You will now be presented with the project overview screen. 

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1.3. Go to your project lists.

1.4. Tap on the list you would like to update.

1.5. Tap the Reports & Details tab above the search bar at the top of the screen on the right-hand side.

1.6. Tap the List details card under the reports heading.

1.7. Using the checkboxes under the User access heading, select which users will be able to access this list and view the items within it.

 

1.8. To save your changes make sure to tap ✓ in the top right of your screen when you are done. Your list will have been updated and will be available to you and anyone else who you have selected. Next, see Customise user permissions on each list (Enterprise plans only).

2. Providing access to user groups

On Enterprise plans you can choose to provide access to groups of users. This allows you to provide access to:

• All users on the project
• Everyone from your organisation who is on the project

The groups are automatically updated as the users are updated on the project so if you choose All users, the list will automatically be available for anyone who is added to the project in the future.

2.1 - 2.6: Please follow steps 1 - 6 above.

2.7 Tap on the checkbox in the list header with the arrow next to it to open the user group options.

2.8 Choose the user group that you would like to provide access to. Choose My organisation to provide access to everyone from your organisation who is on the project, or choose All users to provide access to all users on the project.

2.9. To save your changes make sure to tap ✓ in the top right of your screen when you are done. Your list will have been updated and will be available to you and anyone else who you have selected. Next, see Customise user permissions on each list (Enterprise plans only).