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.

Your administrator might have migrated existing member lists to user groups. If so, you cannot create new members lists.

Required access roles: All

Before you begin: View the list of members lists. See Member Lists Page.
  1. Click Create New .
  2. Enter details about the member list, including the following:

    Field Name Description
    Name Name of the member list. Select the AutoName check box if you want the system to generate the name.
    AutoName Series If more than one series has been defined for member lists, select the required series from the list.
    Description Type a description of the member list.
    Scope Click Personal if this is a list available only to the user. A Company Representative or Leader 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.

  3. Click Done.
    The member list is created in the Inactive state. You now need to add members to the list. For more information, see Members Page for a Member List.
  4. Promote the member list to the Active state when you are ready to use it. From the member list Properties page, click the Lifecycle page and click from the page toolbar.