--- title: "Dynamic audience settings" slug: "dynamic-audience-settings" tags: ["Totara Platform", "Reference", "Site Administrator"] updated: 2026-08-13T16:01:10Z published: 2026-08-13T16:01:10Z canonical: "totara.help/dynamic-audience-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://totara.help/llms.txt > Use this file to discover all available pages before exploring further. # Dynamic audience settings When [creating](/totara-20/docs/create-a-dynamic-audience) or [editing](/totara-20/docs/edit-a-dynamic-audience) a dynamic audience, the following options are available. ## Overview tab This tab shows a summary of the audience details including audience **Type**, **Description**, **Start/End date**, **Members** and **Membership criteria** if it is a dynamic audience. You cannot edit the information here, but you will find buttons to **Clone this audience** or **Delete this audience**. ## Edit details tab This tab allows you to [edit the details](/totara-20/docs/create-a-dynamic-audience) of the audience, such as the **Name**, **Context** and **Description**. ## Rules Under the **Rules** tab you can create or edit rules and rule sets to automate the management of members to a dynamic audience. See [Add an audience rule set](/totara-20/docs/add-an-audience-rule-set) for more information. ## Members tab View and search for the current members of the audience. ## Enrolled learning tab 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 changes. Use the corresponding cross icon (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/thin_cross.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A05%3A20Z&se=2026-11-06T08%3A05%3A20Z&sr=c&sp=r&sig=vHzZMpzvN5Epol1aPoAQiHZlt6UVjgiINJagdPfLGWA%3D)) 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. > [!WARNING] > When learners are enrolled using the **Enrolled learning** tab, the system always assigns the Learner role to the audience members. The **Audience Sync** plugin’s default role only applies when [**Audience Sync**](/totara-20/docs/configure-audience-sync-enrolment) is configured as an [enrolment method](/totara-20/docs/enrolment-methods) on the course. ## Visible learning tab Under the **Visible learning** tab, you can 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 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 (![](https://cdn.document360.io/a007399b-031e-436b-999a-528240e16f58/Images/Documentation/thin_cross.png?sv=2026-02-06&spr=https&st=2026-11-06T07%3A05%3A20Z&se=2026-11-06T08%3A05%3A20Z&sr=c&sp=r&sig=vHzZMpzvN5Epol1aPoAQiHZlt6UVjgiINJagdPfLGWA%3D)) 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. If you need to enable the **Visible learning** tab: 1. Go to: *Quick-access menu > System information > Configure features > Shared service settings.* 2. Select the check box for Enable audience-based visibility. 3. Click **Save changes**. ## Learning plan tab The **Learning plans** tab allows you to assign learning plan templates and automatically create learning plans for all audience members. | **Setting** | **Description** | **Notes** | | --- | --- | --- | | Plan template | Choose the template from the dropdown menu. | - | | Exclude users who | Choose which types of audience members (if any) should not have a learning plan automatically generated for them using the checkboxes: - **Who have an existing manually created plan based on this template:** If a user has a plan based on this template that was manually created by them or their manager then they will not have a new plan created. - **Have an existing automatically created plan based on this template:** If a user has an automatically created plan based on this template then they will not have a new plan created. - **Have a completed plan based on this template:** If this option is selected then users who have a completed plan based on this template will not have a new template created. | - | | Create new plan as | Decide whether to create the new plan as **Draft** or **Approved**. | - | | Dynamic creation | Choose to **Automatically create a new learning plan for every new user who becomes a member of this audience** if new users who are dynamically added to the audience should also have a learning plan created automatically. | - | ## Legacy goals tab Legacy goals are the original goals framework available in earlier versions of Totara. They provide a straightforward way of creating and tracking goals for users and remain available for sites that continue to use them. Legacy goals are supported for backwards compatibility, so organisations with existing goals can continue to manage them without needing to migrate immediately. They can be included in audience rules to group learners according to their association with legacy goals. To enable the **Legacy goals** tab 1. Go to: *Quick-access menu > System information > Configure features > Perform settings.* 2. Under the **Enable goals** setting, from the dropdown, select **Legacy goals**. 3. Click **Save changes**. **Example use case:** If your organisation set up performance-related goals in Totara before upgrading to the newer goals framework, you may still want to create audiences based on those legacy goals (e.g. an audience of users assigned to a legacy goal of Complete compliance training). ## Assign roles tab This tab allows you to assign roles with permissions (access rights) to all the members of that audience. 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**. If you assign a role to an audience, members of that audience will hold the role only within the selected [context](/totara-20/docs/create-a-dynamic-audience) and its sub-contexts which can be set in the **Edit details** tab. Choosing the right context ensures audience members receive the appropriate permissions without extending them further than intended. Examples: | Context | What it means | Example use case | | --- | --- | --- | | System | The entire Totara site. Roles assigned at this level apply everywhere. | Assigning the **Course** **Creator** role at the System context allows audience members to create courses in any category across the site. | | Category (e.g. Miscellaneous, Health and Safety, Onboarding, etc.) | A specific course category and all subcategories within it. Roles apply only in that category. | Assigning the **Course** **Creator** role in the *Health and Safety* category means audience members can only create or manage courses within *Health and Safety*. | | Subcategory (e.g. Fire prevention, Company policies and procedures) | A narrower context inside a parent category. Roles apply only in that subcategory and its children. | Assigning the **Trainer** role at the *Fire prevention* level means audience members can manage courses only within that subcategory. | ## Next steps [Create learning plans for an audience](/totara-20/docs/create-learning-plans-for-an-audience) [Edit an audience](/totara-20/docs/edit-a-dynamic-audience) Join the [Totara Community](https://totara.community/) for more resources to help you get the most out of Totara. © Copyright 2026 Totara Learning Solutions. All rights reserved.