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Info

Prerequisites for creating automated membership distributions:

  1. Project Types must be configured. See Managing List Types and List Items.

  2. User accounts must be created. See Managing User Accounts.

  3. Permissions must be set. See Permission Dependencies for Project records.

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  1. Click on Add ( (blue star) ) in the lower right corner to create a new membership distribution.

  2. In the “Add/Edit Memberships” pop-up, make sure the Active toggle at the top is pointed to the right.

  3. Click on the Purpose drop-down. The distribution will only apply to the selected Purpose.

  4. Click on the Project Type drop-down. The distribution will only apply to the selected Project Type.

  5. From the table, select one or more users who should be automatically added as project members whenever a new project is created with the matching Purpose and Project Type. ( If you have a large user list, you may want to alter can:

    1. Type into any of the headers at the top of the table to search for either a specific user, user role (using the abbreviation), or filter for members of a specific group

    2. Alter the number of rows displayed

    by default, otherwise you may need to click Next and Previous to view the full list.

    1. when you scroll (found at the bottom of the table)

    2. Navigate between records using the Next and Previous buttons (found at the bottom of the table)

  6. Click CONFIRM to save the automated distribution.

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