Collaborating on your Watchlists

What to know

You can share any of your Watchlists and set permissions by team member, turning them into powerful, collaborative workspaces.

You can share a list with your entire team, and set viewing, edit or owner roles to find and refine the list together.

How to Share Your Watchlist:

1. Open the watchlist you wish to share.
2. Click the Share button in the top right corner.
3. In the pop-up menu, start typing the name of a colleague to invite them.
4. Use the dropdown menu next to a name to assign roles: Owner, Editor, or Viewer.
5. Click Invite to send them access.

It’s important to note that you can only share watchlists with members of your team who are also on Gain.pro.

Understanding Watchlist Roles:

There are three distinct roles you can assign to your colleagues, ensuring everyone has the right level of access.

• Owner: Owners have the highest level of control. They can fully edit the watchlist (change filters, add/remove companies) and manage access for other members, including adding new people or changing existing roles.
• Editor: Editors can modify the content of the watchlist. They can change filters and manually add or remove companies, making them active contributors to the list's curation
• Viewer: Viewers have read-only access. They can open the watchlist, see the filters, and explore the results, but they cannot make any changes. This is perfect for sharing final lists or providing visibility without risking accidental edits.