Managing target audiences

You can identify criteria to select which users have access to a published document. For example, all internal users may have access to your organization's data security policy but only a select group have access to IT security processes. Or, you may have target audiences based on geographic regions.

The General Info tab for a document is where you select the Target Audience or identify that the document is Publicly Accessible.

A user can be part of more than one target audience. However, a document can only be associated with a single target audience.

Add a target audience

  1. From the left menu, select Administration then Target Audiences.

  2. Select Target Audience to add a target audience.

  3. Name the target audience and add a Description.

  4. Select Is Active to make the target audience available as a selection when creating or revising documents.

  5. Select Add filter to add the filters for the document assignment. Drag and drop Available Fields from the left to the right. Add the following, as appropriate.

    • 条件决定着字段与值之间的关系。可用选项基于您将要执行的工作。

      • 等于 (=) 是精确匹配。

      • 不等于 (!=)。

      • 包含会根据部分文本来匹配字段。例如，您可以添加“业务”，然后选择包含“业务流程”、“业务策略”和“业务单位”的字段。

    • 值是进行过滤的依据选项。值可以是日期、自由文本，或由参考代码驱动。请参见Configuring categories, values, and attributes。

    • 逻辑会定义如何搭配使用各个字段。可用选项基于您将要执行的工作。

      • “And”逻辑是指必须满足所有字段/条件/值（例如，字段 1 AND 字段 2）。

      • “Or”逻辑表示必须满足至少一个字段/条件/值（例如，字段 1 或字段 2）。

      • “Not”逻辑则恰好与“And”逻辑相反（例如，仅限字段 1。如果结果是字段 1 和字段 2，则会忽略）。

      • 包含一个值。

  6. Select Save.

Manage a target audience

  1. From the left menu, select Administration then Target Audiences.

  2. Select any of the following for the target audience:

    to edit the target audience.

    to clone a target audience and edit it to create a new target audience.

    to delete to remove the target audience if no documents have the target audience assigned. If a document is assigned to a target audience, the is grayed out and the target audience cannot be deleted.