Member Lists

  Create a Member List

Access > My Enovia > Member Lists on the global tool bar.

This method may create personal Member Lists or project Distribution Lists, if you have the project owner or lead role.

 See Create a Project Distribution List to create in the context of a project.

  1. Click on the page tool bar.

  2. Select Create New . . .  .

The Step 1 of 2: Create Member List window appears.

  1. Enter a Name or select AutoName.

  2. Enter an optional Description.

  3. Use radio buttons to select an Access type.

For Personal access, skip ahead to #9, below.

  1. For Projects/Organizations click browse/choose to select.

The Select Access window appears.

  1. Expand the list to find and select the project or organization to assign.

Only projects and/or organizations in which you are an owner or lead are displayed.

  1. Click in the Select Access window.

  2. Click in the Step 1 of 2: Create Member List window.

The Step 2 of 2: Add Members window displays.

  1. Click Add Members to search for users to add or click Add By Project to select a project in which you are a member and add users from the project.

  2. Search for and select users to add to your list and click .

You may repeat step #10, above, to use a combination of the search methods to build your list.

  1. After adding all the required members, click .

The Member List: Properties page displays.