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List sharing
Assign colleagues to a list
Assign colleagues to a list
Updated over a week ago

๐ŸŽฅ Watch a video

๐Ÿ“– Read the step-by-step guide

Step 1

When creating the list, select the colleagues you need to collaborate with from the list creation form.

Tip ๐Ÿ’ก : make sure the list owner is the person in your team who should be the client-facing contact on the list.

If you need to add additional assignees after the list has been created, simply navigate to the Assignees section on the list and adjust as needed.


Step 2

You can then select any number of assignees and click the โ€œSaveโ€ button:


With our Auto-Assign feature, the following actions will also trigger automatic assignment:

  • Changing a list's status

  • Sharing a list

  • Adding a candidate

  • Updating a candidate's status

  • Messaging via the messenger feature

๐Ÿค“ Pro Tip: member-type users can now apply for access to particular lists. Learn how to request & grant access to lists in this article.

๐Ÿ’กImportant Assignees will get notifications for any new messages, requests, activity, etc. You can learn more about notifications by reading this article.

๐Ÿ‘‹ We are always here for you if you need us!

Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the messenger button on the bottom right of this page to start chatting with us!

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