Add and define a membership for checklist assignments

1. From the navigation bar, click Enterprise.Under Organization, click Memberships.
2. Click Add. The Membership Properties page opens.
3. Name the membership.
4. Type a reference and comment and assign categories if applicable.
5. In the Type field, select Checklist Expert.
6. In the Checklist Assignments section, search for and select the checklist assignments or assignments to apply membership to.
7. Provide membership inclusion based on jobs, job categories, groups, and/or organizations.
8. Include or exclude specific users if applicable.
9. Click Add.