Common Components Help

AEF Help

Creating Member Lists

This section contains instructions for creating member lists and assigning people to a member list.

A user having the company representative role can create member lists having an Enterprise scope, meaning the member list is available to other users. Any user can create a member list having a Personal scope, meaning the member list is available only to the user who created the list.

Creating a member list involves two pages:

1. Create Member List
2. Add Members

To create a Member List

1. Click Create New from the page displaying member lists.

For example, in Specification Central, click My Desk > Specification > Member Lists. Then click Create New from the page Actions menu.

The Create Member List page opens.

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

Name. Name of the member list. Required. Check AutoName if you want the system to generate the name.

Description. Type a description of the member list.

Scope. Select Personal if this is a list only available to the user. Users having 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 or business unit that can use this member list.

3. Click Next.

The Add Members page opens.

To add members to a member list

1. Click Add Members from the page Actions menu to select members for the list.
2. To remove a member from the list, check the box next to the member name and click Remove Selected from the page Actions menu.
3. When finished, click Done.