Edit list settings

  • Updated
  • Select a list from the “My Lists” section on the left side navigation bar, or one of the “Org Lists” that you manage, and click the “Edit List Settings” button in the top right corner.
  • A pop-up will appear where you can:
    • Change the list name 
    • Add or remove advisors who have access to the list
    • Change the list owner

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