Dynamic audience settings

When creating or editing a dynamic audience, the following options are available. 

Overview tab

This tab shows a summary of the audience details. You cannot edit the information here, but you will find buttons to Clone this audience or Delete this audience. 

Edit details tab

Rule sets

This tab allows you to create or edit rule sets to automate the management of members. See Audience rules for more information. 

Members tab

View and search for the current members of the audience. 

Enrolled learning tab (Totara Learn)

When you have Totara Learn, the Enrolled learning tab allows you to enrol or unenrol the members of this audience onto any number of courses, programs, and certifications.

Select Add courses, Add programs or Add certifications and choose the required learning items from the list to enrol the audience members, then save any changes.

Use the corresponding cross icon () to remove a learning item from the Enrolled learning list and unenrol audience members.

Learning will be made available immediately to new users once they've registered. Audience membership, as well as audience-based enrolled learning (i.e. course enrolment and certification/program assignment), will occur before new users first log in to the platform.

For existing users, enrolments will be processed in the background when adding courses to the enrolled learning tab in audiences.

Course deletion may take minutes to process, depending on audience size. Once completed, the course association will be removed from this audience.

Visible learning tab (Totara Learn)

If you are using Totara Learn, use this tab to limit the visibility of specific courses, programs and certifications to audience members.

Select Add courses, Add programs or Add certifications and choose the required learning items from the list, then save any changes.

Choose from the following Visibility settings:

• No users
• All users
• Enrolled users only: Only users enrolled in this learning item will be able to see it within the course catalogue
• Enrolled users and members of selected audience: Users enrolled in this learning and members of the current audience will be able to see it within the course catalogue

Use the corresponding cross icon () to remove a learning item from the Visible learning list and remove the audience-based visibility settings.

Audience-based visibility must be enabled before this tab will appear. This can be done by going to Quick-access menu > Configure features > Shared service settings and ticking the Enable audience-based visibility setting, then clicking Save changes.    

Audience visibility will affect which learning items are displayed to users within the catalogue.

Learning plan tab (Totara Learn)

If you are using Totara Learn, the Learning plans tab allows you to assign learning plan templates and automatically create learning plans for all audience members.

Goals tab (Totara Perform)

This tab allows you to assign company goals to all audience members. See Add goals to an audience for more information. 

Assign roles tab

This tab allows you to assign roles with permissions (access rights) to the audience members.

Tick the box alongside the role(s) you wish to assign to members of the audience, then click Assign selected role(s) to this audience.