Creating a list

Creation flow

Go to Lists and select "Create list."

Before selecting the list, you need to configure the type:

  • Users. For viewing user-level information
  • Accounts. For viewing company-level information


Good to know

After selecting the list type, you no longer can change it later.

The list will be created with empty filters so that you will see all users in the project. For a guidance on filtering users, refer Managing a list

Whatโ€™s Next