Working with teammates on lists is easy thanks to the ability to add list collaborators. When you add collaborators to a list, they can help manage constituents, invite other collaborators, and share updates in the List Activity feed. 

Below, we will walk through how to add and remove collaborators, plus how to use the List Activity feed to keep your team aligned. Let’s get started!

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Adding a List Collaborator

Give teammates access to help manage a list by adding them as collaborators. Collaborators can view, edit, and leave comments on the list. 

Step 1. Open a List

Navigate to the Lists tab select the list you want to share. 

Step 2. Click Add Collaborators 

If you haven’t yet shared the list, click Add Collaborators in the upper-left corner. If others already have access, this button will say Manage Collaborators. 

You can also click Actions and select Manage Collaborators. 

Step 3. Add Collaborators and Share the List

A Sharing Settings popup appears where you can enter your teammate’s name in the search bar (you can add multiple names!) and click Share. If you also want them to receive an email notification, check the Notify by email box and add an optional message before clicking Share.

Once shared, the collaborator will receive an in-app notification about the list and can access it from their Lists tab! 

Collaborator Permissions 

We support two collaborator types:

1. Owner: The person who created the list. Owners can delete lists, add and remove constituents, add and remove collaborators, and use the List Activity feed.
2. Editor: A collaborator added to the list. Editors can add and remove constituents, add and remove other collaborators, and use the List Activity feed.

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Removing a List Collaborator 

If one of your collaborators no longer needs access to a list, take the following steps to remove them! 

Step 1. Open a List

Navigate to the Lists tab select the list you want to share. 

Step 2. Click Manage Collaborators

Click Manage Collaborators in the upper-left corner. You can also click Actions and select Manage Collaborators. 

Step 3. Remove Collaborators 

A Sharing Settings popup appears where you can find the collaborator you want to remove under the Who Has Access? section. Click the gray to the right of their name. 

A confirmation message will appear in the upper-right corner with an option to Undo their removal if needed.

Note: If you delete a list you created, it will also disappear for any collaborators.

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Using List Activity  

List Activity is a collapsable panel that appears on the right side of every list and shows a running history of actions taken. 

Use List Activity to add comments to your lists so you can keep teammates informed on your work, provide useful context, or include action items for other collaborators. You can even tag colleagues and link to specific constituent profiles!

Step 1. Expand the List Activity Feed

Open a list from the Lists tab, and click the < Show Activity button in the upper-right of the list table. 

Step 2. Add a Comment

At the top of List Activity is a comment box where you can type a message, then click Post Comment to add it to the activity feed. All collaborators on the list can view your comment in this feed.

Step 3. Mention a Colleague

Mentioning colleagues in a comment is a useful way to draw their attention to a change you made to the list, ask them for help, or request they take a specific action. 

To mention a colleague:

• Type @ followed by their name, or 
• Click the @ icon at the bottom of the comment box to insert the symbol, then begin typing. 

Select their name from the suggested list and click Post Comment when you finish the message and send them an in-app and email notification.  

Note: If the person mentioned isn’t already a collaborator, they will be added to the list automatically and notified of your comment.  

Step 4. Link a Constituent 

It is helpful to link a constituent to a comment when you add commentary about why you added or removed someone from the list, or ask a teammate to take a closer look at their profile. 

To link a constituent:

• Type $ followed by their name, or
• Click the hyperlink icon at the bottom of the comment box to insert the $ symbol, then begin typing. 

Select their name from the selected list and click Post Comment when you finish the message. This creates a direct link to the their profile in your comment. 

Step 5. Modify a Comment

You can modify comments that were added by you! Click the dropdown at the top-right of your comment to access Edit and Delete options.

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.