How do I create a custom user list?

1. Log in to your Policy Passport account.

2. Click "Admin"

3. Click "People"

4. Click "Lists"

5. Click "+  Create New List"

6. Copy or enter the user email addresses

7. Ensure each email is listed on a separate line

8. Click "Lookup People"

9. Review the list of users

10. If it's incorrect, click 'Edit Values.

11. Fix any potential issues

12. Click "Lookup People"

13. Click "Add Users To List"

14. Click "Edit list"

15. Rename your list

• The lists are initially populated with a default name. Kindly rename them to a more appropriate designation.

16. Optionally click "Show for others"

17. Click "Save"

18. Optionally, you can also use filters to create a custom user list

• If you don't have a list of user email addresses you can also manually select users to create a custom user list. 

19. Click "Admin"

20. Click "People"

21. You can filter your users

22. Tick the boxes next to the names of the users you want to add to the list

23. Click "Lists / Reports"

24. Click "+ Create new list"

25. Change the name of your list

26. Optionally click "Show for others"

27. Click "Save"