Creating Member Lists

You can create a member list of persons and groups, and then use that list to assign tasks to or grant access to.

Before you begin: View the list of members lists. See Member Lists Page.

  1. On the Member Lists page, select Create New from the page Actions menu or toolbar.



  2. Enter details about the member list, including the following:

    Field Name Description
    Name Name of the member list. Check AutoName if you want the system to generate the name.
    AutoName Series If more than one series has been defined for member lists, select the needed series from the drop-down list.
    Description Type a description of the member list.
    Scope Select Personal if this is a list available only to the user. Users that have the company representative role can create Enterprise scope lists, which are available to a particular organization.
    Owning Organization Required for an Enterprise List. Select the company, business unit, or plant that can use this member list.
    Vault If you want to choose where this list will be stored, select a vault. See Selecting a Vault.

  3. Click Done.

    The member list is created. You now need to add members to the list; see Members Page for a Member List.

  4. The member list is created in the Inactive state. You must promote the member list to the Active state when you are ready to use it. From the member list Properties page, click Categories > Lifecycle and click from the page toolbar.