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.
If you are using Policy Deploy, the target audience must be set up as Access Groups to be part of a campaign. Policy Manager and Policy Deploy do not sync audiences.
Add a target audience
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From the left menu, select Administration then Target Audiences.
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Select Target Audience
to add a target audience. -
Name the target audience and add a Description.
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Select Is Active to make the target audience available as a selection when creating or revising documents.
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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.
- Condition determines the relationship between the field and value. Available selections are based on the work you are performing.
Equal to (=) is an exact match.
Not equal to (!=).
Contains to match a field on partial text. For example, you can add Business and pick up fields with Business Processes, Business Policies, and Business Unit.
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Value are selections to filter by. Values can be a date, free text, or driven by Reference Codes. See Configuring categories, values, and attributes.
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Logic defines how fields work together. Available selections are based on the work you are performing.
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“And” logic means all fields/conditions/values must be met (for example, field 1 AND field 2).
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“Or” logic means at least one field/condition/value must be met (for example, field 1 OR field 2).
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“Not” logic is opposite of “And” (for example, field 1 only. If field 1 and field 2, then ignore).
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Contains a value.
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Select Save.
Manage a target audience
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From the left menu, select Administration then Target Audiences.
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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.
