Access to Exec Watchlist is controlled by two things: your access level on the Company profile, and whether you have access to the Job Change Alerts section. Here's exactly what each combination allows.
Permissions matrix
Capability | Edit access to Company + JCA access | View-only access to Company + JCA access |
View Exec Watchlist card on Company profile | ✅ | ✅ |
Create a new watchlist | ✅ | ❌ |
Edit an existing watchlist | ✅ | ❌ |
Delete a watchlist | ✅ | ❌ |
View Exec Watchlist tab in JCA | ✅ | ✅ |
Accept job change on an alert | ✅ | ✅ |
Dismiss an alert | ✅ | ✅ |
Add exec to database from an alert | ✅ | ✅ |
Add to Sequence from an alert | ✅ | ✅ |
Find Email / Find Phone from an alert | ✅ | ✅ |
Use bulk actions in the Exec Watchlist tab | ✅ | ✅ |
Key rules
Creating and editing watchlists requires edit access to the Company profile. This is the same access model used for editing any other field on a Company record. If you can only view a company, you'll see the watchlist card but the "Set Exec Watchlist" and "Edit Watchlist" buttons will not appear.
Viewing and actioning alerts only requires JCA access. Users with view-only Company access can still review, accept, dismiss, and enroll execs from alerts. They just can't change the watchlist configuration itself.
JCA access is required to see the Exec Watchlist tab. If a user doesn't have JCA access, they cannot access the tab regardless of their Company profile access level.
The Exec Watchlist tab is account-wide. Any user with JCA access sees all alerts and all watchlists across the entire account, not just their own.
If a team member can't see the Exec Watchlist tab
Check that they have JCA access enabled in their user permissions. Account Admins can review and update user access in Settings → Team Members.