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How to Share Selection Lists in PUMP-FLO Premium

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You can share a PUMP-FLO Premium selection list with anyone who has an email account. Share recipients don’t need a Premium subscription to view the list, but will need to create a user account if they don’t have one. Share recipients who have Premium subscriptions will be able to make changes to lists if you allow them that privilege; share recipients who don’t have a Premium subscription will be able to view lists ‘read only’.



To share a selection list, go to the List Manager by clicking the ‘My Lists’ button at the top of any page in Premium. The List Manager will display all the selection lists you have saved; any unsaved or deleted lists from the past two weeks will be stored under the ‘Recent Selection Lists bar at the bottom of the page. Click on the ‘Share’ Icon  on the far left hand side of the row of the list you want to share.

Send Email with Shared List

A ‘Share with others’ dialog box will open. In the ‘Invite’ box, enter the email address of the person you’d like to share with. You can also share with multiple people by entering multiple emails separated by a comma (no space). You can enter a personal message for the recipient in the Message box. Finally, choose the type of access you’d like the recipient to have (View, Modify or Share ownership) from the radio buttons below the email address box. ‘View’ sharing is read only, ‘Modify’ will allow the recipient to make changes to the list and the pumps on it and view the list of users who have access, and ‘Share ownership’ will allow the recipient to modify and share the list with others.

Please note: Modifications the recipient makes to the list will show on your list too. This allows real-time collaboration on projects.

Sample email for Shared List

When you click ‘Send’, PUMP-FLO Premium will send an email message to the recipient to notify them that you shared a list with them. The email will contain a link to the list you’ve shared. If the user has a Premium subscription or account, clicking the link will take them right to the shared list after they log in. For users that are already logged in, the shared list will appear in their List Manager automatically for immediate access. The email also includes instructions on how to create an account for recipients who don’t already have one.

Share Icon Orange

Shared lists are marked with an orangeShare’ icon in your List Manager.

  People With Access Tab

You can also revoke access to a list you have shared in the ‘People with access’ tab in the ‘Share’ dialog box. People who have access to the shared list are shown, along with the type of access they have. Share recipients with View or Modify access can view this list as well. Anyone with ‘Owner’ privileges can revoke shares from anyone on the list, including the person who shared the list with them. To revoke a share, click the trash can icon next to a user’s email address. That will remove the list from their List Manager permanently.

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Article Details

Last Updated
29th of December, 2010

Article Type
FAQ, Step-by-Step

Program
PUMP-FLO

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