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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 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 and Cross Org Alerts 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.