Manage list access
Manage what members can see and do in your list.
List access settings are customizable to determine what members and workflows can access and do in your list.
Who can manage list access?
If you are a workspace admin or have Full access, you can use the dropdown to make changes to list access. If you aren't an admin and don't have Full access, you will not be able to make changes to list access settings, but you can see who does have Full access and reach out to them about any changes that need to be made (or to request that they give you Full access).
Note: The options you have for customizing access will depend on your Attio plan. Managing list access is not available on the Free plan. Learn more about the different plans available.
List access levels
These are the access levels for lists:
Full access members can change the name/icon of the list, create/update/delete attributes, manage attribute options, add and import records, export the list, duplicate the list, and delete the list. They can also manage list access.
Read and write members can create/update/delete entries and views, add and import records, view list data, export the list, duplicate the list, and add comments.
Read only members can only view list data, export the list, duplicate the list, and add comments.
No access means the list and its content are not visible.
Manage list access
In the top right corner of your list, click Share to open the access window to manage which members and workflows can access the list.
Set workspace list access level
By default, new lists created from scratch (without a template) are visible to the person who created the list (as well as admins in Workspace settings), and all other workspace members will have No access. For new lists created using templates, workspace access will be set to Read and write by default, and the creator and admins will have Full access.
Note: There is an exception to this for Free plan users, for whom managing list access is not available, and all workspace members have Full access to all lists.
The Workspace access setting will apply to all members of your workspace (unless overridden by individual settings). To manage workspace access for a list, click Share in the top right corner of your list.
Select the dropdown next to Workspace access and designate the access level your workspace should have.
Set individual list access levels
In addition to setting a default access level for their workspace, Pro and Enterprise plan members can also set differing levels of access for individuals.
When you want different members to have different levels of access to a list, you should set the Workspace access level at the lowest level that any members of your workspace should have. Then add any members individually who should have higher levels of access, using the dropdown beside their names to raise their access level. When workspace access and individual access settings are different, the member will be given whichever access level is greater.
Give workflows access to a list
When the whole workspace has Full access for a list, you will also be able to use that list in any workflow. However, if workspace access to a list is restricted, you will need to give a workflow access to a list before you will be able to use the list in your workflow.
To give a workflow access to a list, you must have Full access for the list or be an admin. First, open the list and click Share in the top right corner to manage list access. Then, click into the Search and add access field, search for the name of the workflow, and select it. Next, designate the level of access the workflow should have and click Invite, just like you would for adding a team member. Once this has been done, you will be able to use the list in your workflow.
Access lists as an admin
Workspace admins can view and manage all lists through Workspace settings, regardless of access settings. By default, an admin’s sidebar will only show lists they’ve been explicitly added to.
To see all lists as a workspace admin, go to Workspace settings by clicking your workspace name in the upper-left corner and selecting Workspace settings from the dropdown. In the left sidebar, scroll to Lists to view all active lists in the workspace.
From there, admins can:
Click a list name to open its List settings.
Manage attributes under the Attributes tab.
Adjust access settings under the Permissions tab.
Add themselves to any list, which makes it visible in their sidebar and grants full editing access.
This setup allows admins to self-manage their visibility and control over all workspace lists, while keeping their main interface focused on the lists most relevant to them.