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How to Share Company Lists and Results Folders for Admins

Note:

Before proceeding, please review the article Sharing Lists and Folders  as it contains essential information applicable to all users, including Admins.
 
 

Admins and Public Lists

Admins are automatically assigned Admin Share Roles when added to Folder or List shares. Additionally, they can make Lists public, allowing all members to access and use them without requiring individual sharing.

 
 
 

Video:  How to share issuer lists and result folders

 
 
 

Video:  How to share issuer lists and result folders (extra features for Admins)

 
 
 

Making a Folder or List Public

  1. Open the dropdown for the relevant Results Folder or Watchlist in your criteria. (See Sharing Watchlists and Folders for reference.)

  2. Click the share icon beside the folder or list you want to make public.

  3. Change the Privacy setting to "Public."

  4. Click "Save."