User Targeting Templates

User targeting templates enable you to specify the criteria for selecting users. The templates can then be used to choose users in the following user selectors:

Permission Selector
Appraisal Target Audience Selector
Activate a System Language
Create Token Package
Terms of Use Manager

To manage user targeting templates, your user role must have unrestricted access to the User Targeting Template Manager feature.

Create a User Targeting Template

Because organizations can have a hierarchical structure, you can select organizations to include and those to exclude. This enables you to select a parent organization but exclude one or more of its child organizations.

Go to Manage Center > Users > Group and Organization >User Targeting Template Manager.
Click + Create Template.
In the Code field, enter a unique code for the template.
In the Name field, enter a descriptive name.
In the User Targeting Template settings box, select the users to include in the targeting template.

To select users in the Users field, start typing a user's ID or name and select a user from the auto-complete list, or click the browse button to open the user selector.
To select users from user groups, organizations and roles, select the criteria from the drop-down list and click Add. Click inside the selection box or on its title to choose the user groups, roles or organizations that users can be pulled from.

Click Save.

Set Template Permissions

To set permissions for other users, locate the appropriate template on the User Targeting Template Manager page. Click the action menu and select Permissions.

Read-only allows the user to access the template.
Unrestricted additionally allows the user to update, delete and set permissions for the template.

Delete a Template

To set permissions for other users, locate the appropriate template on the User Targeting Template Manager page. Click the action menu and select Delete.