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How to create and manage userlists
How to create and manage userlists

This article explains how to create and manage userlists.

Updated this week

Userlists are a useful way to organize and maintain order in a workspace.

How to create a userlist:

Open the Admin menu > Workspace Manager > Userlists

Click the Create userlist button to create a new userlist.

First, give the new userlist a name, then add users to the list.

You can either add users manually using 'Selected users' or create a dynamic userlist based on user profile values using 'Users with a matching profile field'. More about dynamic userlists here: Dynamic userlists

Clicking the "Add multiple users" icon next to the "Search users" box allows more than one user to be added to the list at once.

When all users have been added to the userlist, click Create, and the list is ready to be used.

Managing userlists

Admins can edit the userlist whenever needed from the ...-menu at the right side of each userlists and choose Edit. Here you can change the name, and if the userlist is not dynamic, you can add and remove members to/from the userlist.

It is also possible to send emails to users on the userlist and export an Excel file containing the users' activity.

When you delete a userlist, the list itself is deleted but participants that were on the list will still remain in the workspace. You also have the option to schedule deletion of users. This action will delete both the userlist and users who are on it from the workspace at the specified time.


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