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Folders > Public folders, Sharing and Copying
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Public Folders, Sharing and Copying

The tracking lists and saved searches you create can be shared with other users associated with your license. These searches and lists will then be available in the other users Public folder, and will be visible to you in your My Public folder. You can also make a copy of the item which will appear in the users My Private folder.

Note: When you share or make an item public, the item remains dynamic, meaning any edits will be reflected on everyone's search/tracking list. Anyone that has public or shared access may edit the item. When you copy an item, the copied item is no longer linked to your original, and any edits made are reflected only with the user that made the edit. Only users with administrative permissions may share or make items public. All users can copy .

 

To Share, Make Public, or Copy a Tracking List or Saved Search

  1. From your Project or Company Tracking List folders, select the tracking list.
  2. or

    From your Project or Company Saved Search folders, select the search you wish to share

  3. Click the Share button on the top of the page.

    A list of users associated with your license is displayed.
  4. To make the search/tracking list available to everyone in your license, click the Make Public button.
  5. or

    To share the search/tracking list with particular users, select the checkbox(es) next to the user(s) and click the Share button.

    or

    To copy the search/tracking list to particular users, select the checkbox(es) next to the user(s) and click the Copy button.

 

To Unshare or Make Private a Tracking List or Saved Search

  1. From your Project or Company Tracking List folders, select the tracking list.
  2. or

    From your Project or Company Saved Search folders, select the search you wish to share

  3. Click the Share button on the top of the page.
  4. A list of users associated with your license is displayed.
  5. If the tracking list/search is public and you wish to keep it private from everyone in your license, click the Make Private button.
  6. or

    To Unshare the search/tracking list from particular users, select the checkbox(es) next to the user(s) and click the UnShare button.

 

 

 
 

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