Create a Member List

Set up a reusable set of users for approval assignment.

Changes made to a member list are reflected wherever they’re used.

1. Create a new member list or duplicate an existing one. Enter a name for the list and a description.
2. In the Members drop-down, select or search for users to add to the list.
3. You can move the users up or down in the list.
4. Optionally, export and import your member lists. When you export a member list, it's downloaded as a json file that can then be imported.