Who can do this: Owners and Admins on any list. Members on lists they own or are assigned to.
Product: Client Portal
Where: Open a list, then Share your list → People with access
Manage the client contacts you've shared a list with: send the invite again, write to all of them, or take someone off the list.
See who has access
Open the list and click Share your list. Everyone you've shared the list with shows under People with access. A viewed badge shows who has opened it.
People with access
Each contact with the viewed badge, the bell for emails and the ⋮ menu.
Resend the invite
Under People with access, click ⋮ next to the contact.
Click Resend invite.
The email editor opens with only this contact. Change the message if you like, then click Send. The contact gets the list email again.
Message everyone
Under People with access, click Message everyone.
The email editor opens with all contacts under "Message all recipients:". Select one of your Email templates or write your message.
Click Preview to check it, then Send.
Everyone gets it as an email with the link to the list, like the email you send when you share. To write about one candidate, use the Messenger on that candidate.
Change a contact's details or emails
View contact opens the contact's details.
Edit contact lets you change their name or company.
The bell next to the contact sets which emails they get: Subscribe to list updates & Automated follow-ups, Subscribe to list updates or Unsubscribe.
Remove a client from the list
Under People with access, click ⋮ next to the contact.
Click Remove recipient from list.
You're asked "Are you sure you want to remove this person?" Click Remove person.
The person is taken out of all conversations and updates on this list. On an invite-only list they can't open it again once they're logged out: they see "The list you're trying to access is not available."
If you need to stop someone's access right away, set the list to Pause and contact us in the chat.
Good to know
To stop someone opening the list by its link, also check the List access setting. With ANYONE WITH THE LINK options, anyone who has the link can open it.
To close the list for everyone, pause or archive it.
Pro tip: Check the viewed badge before you follow up. If only one contact hasn't opened the list, use Resend invite for that person instead of Message everyone.
We are always here for you if you need us.
Our whole team is around almost 24/7 to support you. Click the chat icon at the bottom right to start chatting with us. Our team is happy to help.