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Create and Edit Collaborative Custom Catalogues

Create and Edit Collaborative Custom Catalogues

Collaborative custom catalogues can be viewed and edited by users in the same CataList account. This page includes instructions on how to manage these catalogues and frequently asked questions.

Creating and editing a collaborative custom catalogue

The process of creating and editing a collaborative custom catalogue follows the same steps you take to create or edit a private custom catalogue. Learn more about creating and editing custom catalogues.

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To create a new collaborative custom catalogue

Follow your preferred method of creating a custom catalogue and set the editorial permission to Collaborative.

Once you have created your collaborative custom catalogue, all users in your CataList account will have access to view and edit it. Basic users and Catalogue Editors will have the ability to do everything the creator can do, except change the catalogue back to a private one.

Editorial permissions

  • The editorial permissions for collaborative custom catalogues apply only to users in your CataList account.

  • All users in your CataList account can add tags to catalogues or edit those already applied.

  • Account Managers can view and edit all private and collaborative custom catalogues in their account.

  • There are no changes to the permissions for recipients; recipients who aren’t in your CataList account will not have access to edit your custom catalogues and will not be able to view any tags that have been applied.

Learn more about user permissions for viewing and editing custom catalogues.

Reverting a collaborative custom catalogue

As the catalogue creator, you can change your collaborative custom catalogue back to private at any time. However, if your colleague is making edits to your catalogue at the same time you are changing it back to a private custom catalogue, their changes could be lost. Make sure all edits have been saved first before changing the catalogue’s status back to private.