How to set up a list of contacts for the "Allowed Lists" access Link

Modified on Mon, 05 Feb 2024 at 11:39 AM

Note: When creating an Allowed Lists Access link, it is important to note that a list of contacts with permission to access the event must be created beforehand.


Lists are managed at the Workspace level, allowing for the same lists to be utilized across multiple events or videos. Any updates made to a List will automatically apply to all events it is linked to. 


Click on the Workspace general menuto access the Lists app.


You will get to the Lists interface where your current lists will be shown

You can add new lists or update existing ones

1.- Create a new list

Click onto add a new list.

Write a name for your list and press Create

You can continue adding your users from a csv file or manually. Chose one of these options or press Back on your browser.

Click to learn more about: Import contacts from a CSV file

Click to learn more about: Import contacts manually

2- Update an existing list of contacts

Click anywhere on a List item box (Testing User List on the example below) to open the Contacts view of that list

The list of current users will be displayed.

Use the Search field to check if a contact is included Search works on Email, First Name and Last Name separately.

Use to edit a contact and to delete a contact

At the top of the contacts list header, you'll find various options for managing the entire list. You can add new contacts manually or import them via CSV. Additionally, you have the ability to download all contacts as a CSV file or delete the entire contact list


Add contacts manually or via uploading a csv file is the same as when you create a list for the first time.






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