How to share lists in Affinity

All lists are to set private by default when created. To share a list with specific users or with all users, follow the steps below.

Overview

• How to share a list with specific users
• How to share a list with all users
• What if you are on the Enterprise Tier?

How to share a list with specific users

1. Click on the list you wish to share with team members, then click the Share button. Note: You must be the list owner or a list admin for this list to share it with other users.
   
   
   
2. Share this list with specific users by using the search bar and clicking the checkbox next to their names.
   
   
   
3. Then, select the list level permission you'd like to assign to these specific users (see List Level Permissions) - you have 3 options to choose from:
   1. Admin: List Admins can create status and opportunity triggers, configure shared views, and provide list access.
   2. Standard: Standard users within a given list can create reminder triggers, configure their private views, and edit data (field values and dropdown field options).
   3. Basic: Basic users within a given list can create reminder triggers, configure their private views, and edit data (field values only).
      
      
      
4. Click Add, then click Save.
   

How to share a list with all users

1. Click on the list you wish to share, then click the Share button. Note: You must be the list owner or a list admin for this list to share it with other users.
   
   
   
2. Within the General access section, click the dropdown and select Basic. This means all users on the account will be able to create reminder triggers, configure their private views, and edit data (field values only) - see List Level Permissions.
   
   
   
3. Then, click Save.
   

What if you are on the Enterprise Tier?

1. If you're on the Enterprise tier, but are not an Enterprise Admin:
   1. You must ask the Enterprise Admin to add you to a team. Once you're on a team, you will be able to share the lists you have created with your team members.
   2. You will still be able to share the lists you have created with specific users by using the search bar.
      
      
      
2. If you're on the Enterprise tier and you are an Enterprise Admin:
   1. You can share lists with multiple teams at the same time.
   2. You can access all private lists created by other users.
   3. Learn more about Enterprise Admin permissions at the list level (see List Level Permissions).