List Level Permissions
In Affinity lists, there are 4 different user types at the list level: Basic, Standard, List Admin, and List Owner (the user who created the list). Note that there is one additional user type (the Enterprise Admin) for those on the Enterprise Tier.
Note: Being an Account Admin (see Account Level Permissions) does not mean that you are automatically a List Admin for specific lists that you have access to. To have full list privileges, you must ask the List Owner to make you a List Admin as well (see Sharing lists).
Overview
- How to change user types at the list level
- Professional and Premium Tiers
- Enterprise Tier
- What about global fields?
How to change user types at the list level
Only the List Owner and List Admins can assign user types to specific members for a given list. If the list is shared with everyone on the account, those not assigned a specific user type under Exceptions will be a Basic user at the list level.
- Click the Share button on the top right corner.
- Click the checkbox for Exceptions, then enter a team member, select a user type (Basic, Standard, or Admin), and click Save.
Professional and Premium Tiers
| Basic | Standard | List Admin | List Owner | |
| Share list with all team members | X | X | ||
| Share list with specific team members | X | X | ||
| Create/Edit/Delete Opportunity Triggers | X | X | ||
| Create/Edit/Delete Status Triggers | X | X | ||
| Delete/Rename lists | X | X | ||
| Set/View user types at list level | X | X | ||
| Set list-specific profile fields | X | X | ||
| Set list-specific default creation fields | X | X | ||
| Edit status options in the "Status" field | X | X | ||
| Edit dropdown options in dropdown-type fields | X | X | X | |
| Create/Rename list-specific fields | X | X | X | |
| Delete list-specific fields | X* | X | X | |
| Create/Update/Delete shared saved views | X | X | X | X |
| Create/Update/Delete personal saved views | X | X | X | X |
| Export data from a list | X | X | X | X |
| Create a new person, organization, or opportunity | X | X | X | X |
| Edit field values on list-specific fields | X | X | X | X |
| Create/Edit/Delete Reminder Triggers | X | X | X | X |
* - Standard users at the list level will only be able to delete list-specific fields if all cells for that field are empty. If there are cells that are populated with field values, standard users will not be able to delete these list-specific fields.
Enterprise Tier
| Basic | Standard | List Admin | List Owner | Enterprise Admin | |
| Share list with all team members | X | ||||
| Share list with specific team members | X | X | X | ||
| Create/Edit/Delete Opportunity Triggers | X | X | X | ||
| Create/Edit/Delete Status Triggers | X | X | X | ||
| Delete/Rename lists | X | X | X | ||
| Set/View user types at list level | X | X | X | ||
| Set list-specific profile fields | X | X | X | ||
| Set list-specific default creation fields | X | X | X | ||
| Edit status options in the "Status" field | X | X | X | ||
| Export data from a list | X | X | X | ||
| Edit dropdown options in dropdown-type fields | X | X | X | X | |
| Create/Rename list-specific fields | X | X | X | X | |
| Delete list-specific fields | X* | X | X | X | |
| Edit field values on list-specific fields | X | X | X | X | X |
| Create a new person, organization, or opportunity | X | X | X | X | X |
| Create/Update/Delete shared saved views | X | X | X | X | X |
| Create/Update/Delete personal saved views | X | X | X | X | X |
| Create/Edit/Delete Reminder Triggers | X | X | X | X | X |
* - Standard users at the list level will only be able to delete list-specific fields if all cells for that field are empty. If there are cells that are populated with field values, standard users will not be able to delete these list-specific fields.
What about global fields?
Though all user types can edit the field values within global fields, only account admins can create/rename/delete global fields.
- If your team is on the Enterprise Tier, then only the Enterprise Admin can create/rename/delete global fields (see Account Level Permissions).