Video:
Steps:
Please Note:
- A user list is required. If you haven't created a custom user list, please refer to this article for guidance: Helpdesk: How do I create a custom user list?
1.Log in to your Policy Passport profile and click on the "Admin" tab
2. Click "People"
3. Click "Lists"
4. Click on a list to edit
5. Click "Edit list"
6. Optionally, rename your list
7. Optionally click "Show for others"
8. Click "Save"
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