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Create a Member List

Use a member list to assign reviewers for a certification. Use this procedure to create a member list in the Portal.

Follow these steps:

  1. In the Portal, go to Administration, Workflow Settings, Manage Member Lists.
  2. Select a universe. The new member list is associated with the universe you select.
  3. In the Add Member List area, define a new member list. The following field is not self-explanatory:
    Certification Type

    Specifies the type of certification that uses the member list. For example, a member list that contains role attributes works with a role certification.

    Note: Unless you have the proper permissions in the permissions configuration, you will not see the Add Member List option on the screen.

  4. Clear the Use CSV file option.
  5. Click Add.

    The Edit member list screen appears.

  6. Select a configuration to get field names from and click Add.
  7. Use the Add, Edit, and Delete options to compose the member list.
  8. Click Save.

    Changes are saved to the member list. The new list appears in the table of member lists.

More information:

Create a Member List from a CSV File

Special Characters for Member Lists