More information on saved lists
How to share a list I’ve created
- From your navigation, select “Saved Lists”
- Then, find the list you want to share and select it.
- Make sure you confirm your list is NOT private. (The lock symbol means it’s private). If your list is private, change permissions to be “Shared” (by selecting the 3 dots next to your list name) and updating the permissions.
- Copy and paste the list URL and share it with anyone from your organization who has a Scope3 account.
How to delete a list
- Navigate to the “Saved Lists” section of your top Navigation.
- Hover on the list you want to delete, and select the trash can icon on the right side of the list.
- Confirm you want to delete the list on the modal prompting you the question.
How to create a new property list
From saved lists section
- From the “Saved Lists” section in your navigation, select “Create New List” from the top left corner.
- Name your list and clarify the permissions to be ‘Private’ or ‘Shared within your Organization’.
- Add properties to the list by typing in the name of websites, or app IDs.
- Finish by selecting “Create.”
From explore properties section
- From the “Explore Properties” section in your navigation, select the properties you want in your list by clicking on the row. It will highlight in green to be in a selected state.
- Once you have multiple properties selected, you will see a bulk action buttons on the top right. Select “Add to New List.”
- Name your list and clarify the permissions to be ‘Private’ or ‘Shared within your Organization’.
- Finish by selecting “Create.”
How to change permissions on a property list
- Once you are viewing a list, hover on the name to see the three dots menu next to the list name.
- Select the three dots to open up a sub-menu, and select “Rename”
- It will open up a box where you update the permissions to be shared to “My Private lists” or “With your Organization.” Choose your preference and select “Save.”
How to duplicate a property list
- Select a list you wish to duplicate.
- On the top right corner of your screen, select “Duplicate List”
- Name your new list and select your permission preferences.
- Save this list and your list is now duplicated.
How to rename a property list
- Once you are viewing a list, hover on the name to see the three dots menu next to the list name.
- Select the three dots to open up a sub-menu, and select “Rename”
- It will open up a box where you can type a new name for your list. Press “Save” once you are finished.
How to search for a property list by name
From Saved Lists
- From your saved lists section, select the magnifying glass icon next to the list name header.
- It will open up a black search box where you can type in the name of the list you are looking for.
From Search Bar
- Activate your search bar from the top right side of your navigation.
- Type the name of your property list and select it from the dropdown of options.
How to Bulk Delete Properties from a list
- Make sure you are on the list you want to delete properties from.
- Select all the properties you want to delete. They will highlight in a green color to let you know they are selected.
- A bulk options menu will open up on the top right side of your page. Select “Remove Selected” and confirm the action in the modal that asks you that you want to delete the properties.
How to add a property to an existing list
From a property report
- There will be a button on the top Left side of the report that says “Add to List.”
- Select that button, and a modal will appear to confirm what list you want to save it to.
- Select your desired list and click on “Save.”
From ‘Explore Properties’
1. Select the property you want to add to your list. It will highlight in a green color to let you know it is selected.
2. Select “Add to Existing List” and confirm what list you want to save it to.
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