Overview

List Assignment to Multiple Users allows efficient distribution of tasks and responsibilities for better collaboration.

• Task Distribution: Assign lists to multiple users to streamline workload management.

• Controlled Access: By default, lists are visible only to the creator and admin but can be shared as needed.

• Enhanced Collaboration: Ensures organized task handling and team coordination.

This feature improves workflow efficiency and promotes seamless teamwork.

Step-by-Step Guide to Assign a List to Multiple Users

1. Navigate to Manage Lists

• Log in to your Meritto account.

• From the Menu, go to Marketing > Manage Lists.

• You will see a list of all uploaded raw data lists.

2. Assign the List to Multiple Users

• Locate the desired list from the available options.

• Click on the Action Button next to the list.

• Select Change List Owner from the dropdown menu.

3. Select and Assign Users

• A pop-up window titled Change Owner will appear.

• Click on the New Owner dropdown and select the users to whom you want to assign the list.

• Click Submit to finalize the assignment.

Points to Keep in Mind

• Ensure that the users you are assigning the list to have the necessary permissions to access and manage the data.

• Once assigned, the new owners will be able to view and work on the list as per their access level.

Conclusion

By enabling the assignment of lists to multiple users, this feature enhances team collaboration, ensures efficient workload distribution, and improves task management. It provides controlled access to data while maintaining flexibility in ownership. By following these steps, teams can streamline their processes, optimize productivity, and work seamlessly within Meritto CRM.