Share a List

To easily share a list with someone at your organization, you can send them a link. Unlike a hard-copy print-out of a list, the shared link ensures the recipient is up-to-date with the records that meet the filter criteria.

1. To generate the link, save the list and select Share.

2. Select Copy.

3. Paste the link in an email or message to the person.

Note: The list may include different records or details for the recipient, based on their security rights.

Tip: To control who can access a shared list, adjust its security settings when you save. For more information, see Save a List or Edit Its Details.