--- title: Cross Org Lists description: "Cross Org Lists let you save named groups of the client organizations you administer — for example \"My Clients,\" \"Western Region,\" \"Tier 1 Support,\" or \"Summer Imaging.\" Once saved, a list scopes the other MSP Tools so you can focus on just the clients that matter for a given task instead of your entire book of business." --- [Skip to content](https://k12panel.com/kb/msp-tools/cross-org-lists#main-content) ![test-full-word-logo.png\]](https://k12panel.com/hs-fs/hubfs/test-full-word-logo.png?height=35&name=test-full-word-logo.png) Open main navigation Close main navigation - [Go to k12panel.com](https://k12panel.com) [Go to k12panel.com](https://k12panel.com?hsLang=en) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Online Help and Knowledge Base](https://k12panel.com/kb?hsLang=en) 2. [MSP Tools](https://k12panel.com/kb/msp-tools?hsLang=en) # Cross Org Lists ## Cross Org Lists let you save named groups of the client organizations you administer — for example "My Clients," "Western Region," "Tier 1 Support," or "Summer Imaging." Once saved, a list scopes the other MSP Tools so you can focus on just the clients that matter for a given task instead of your entire book of business. #### Who Can Use It Cross Org Lists is part of [MSP Tools](https://k12panel.com/kb/msp-tools/overview?hsLang=en) and is available to users who are **Admin or higher in two or more active organizations**. #### Finding It Open **MSP Tools** in the left navigation menu and choose **Cross Org Lists**. #### What a List Is A Cross Org List is a personal, named set of organizations. Lists are owned by you — each technician maintains their own — and a list can contain any of the organizations you currently administer. You can have as many lists as you like, and you designate **one** of them as your **default**. The default list seeds the organization scope for **[Cross Org Search](https://k12panel.com/kb/msp-tools/cross-org-search?hsLang=en)** and **[Cross Org Alerts](https://k12panel.com/kb/msp-tools/cross-org-alerts?hsLang=en)** when you first open them. That means you can make "the 12 clients I look after" your default and have both tools focus there automatically. > Lists always reflect your **current** access. If you lose admin access to an organization, it quietly drops out of every list's effective scope — even though it stays in the saved list — so a list can never expose a client you no longer manage. #### Creating and Editing a List On the Cross Org Lists page you can create a new list or edit an existing one: - **Name** — give the list a clear name. Each of your lists must have a unique name; you'll be prompted if a name is already taken. - **Organizations** — select the client organizations to include. Only active organizations you administer are available to add. - **Set as default** — optionally mark this list as your default. Setting a new default automatically clears the previous one, since you can have only one default at a time. Editing a list lets you rename it, add or remove member organizations, and toggle its default status. Saving updates the list immediately. #### Deleting a List Deleting a list removes only the list itself — it never affects the organizations in it or anything inside them. If you delete your default list, you simply won't have a default until you set another one (the cross-org tools then fall back to showing all of the organizations you administer). #### Sharing Lists: Export and Import You can move a list between accounts — handy for onboarding a new technician or standardizing client groupings across your team. - **Export** downloads the list as a small JSON file. The file records the list's name and its member organizations **by name**. - **Import** accepts that JSON file and rebuilds the list in your account. On import, K12Panel matches each organization **by name against the organizations you administer**: - Organizations it recognizes are added to the new list. - Any names it can't match (because you don't administer that org) are reported back as **unmatched** and skipped. - The imported list is created under its original name; if you already have a list with that name, a numbered suffix is added so nothing is overwritten. Because matching is by organization name, the people sharing a list need to administer the same underlying organizations for every entry to come across. #### Frequently Asked Questions **Are lists shared across my whole team?** No. Each list is personal to the user who created it. To give a colleague the same grouping, export the list and have them import it. **What does the default list actually do?** It pre-selects which organizations Cross Org Search and Cross Org Alerts show when you first open them. You can still adjust the selection within those tools for the current session. **Can I have more than one default?** No. Exactly one list can be the default. Marking a list as default clears the default flag on any other list. **I removed an org from K12Panel (or lost access). Is it still in my list?** The list still stores it, but it's automatically excluded from the list's effective scope while you don't administer it. Lists only ever count organizations you currently manage. **Will importing a list overwrite one I already have?** No. If the imported name matches an existing list, K12Panel appends a numbered suffix (for example "My Clients (2)") so your existing list is untouched. **Why didn't all organizations come across when I imported a shared list?** Import matches organizations by name against the orgs **you** administer. Any organization in the file that you don't manage is reported as unmatched and skipped. **Do lists affect anything inside an organization?** No. Lists only scope the cross-org views. Deleting or editing a list never changes the organizations themselves or their assets, people, or settings. - [Getting started](https://k12panel.com/kb/getting-started?hsLang=en) - [Menu Functions](https://k12panel.com/kb/menu-functions?hsLang=en) - [Settings](https://k12panel.com/kb/settings?hsLang=en) - [3rd Party Integrations](https://k12panel.com/kb/3rd-party-integrations?hsLang=en) - [PC Health and SOAR](https://k12panel.com/kb/pc-health-and-soar?hsLang=en) - [FAQ](https://k12panel.com/kb/faq?hsLang=en) - [K12Panel Agent](https://k12panel.com/kb/k12panel-agent?hsLang=en) - [Blueprints Catalog](https://k12panel.com/kb/blueprints-catalog?hsLang=en) - [Writing your own Blueprint](https://k12panel.com/kb/writing-your-own-blueprint?hsLang=en) - [MSP Tools](https://k12panel.com/kb/msp-tools?hsLang=en) - [Developer API](https://k12panel.com/kb/developer-api?hsLang=en) # K12Panel Inc k12panel.com Help Center Copyright © 2026, K12Panel Inc