Set audience settings
  • 05 Jul 2023
  • 4 minutes to read

Set audience settings


Article summary

When creating or editing a set 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

SettingDescriptionNotes
NameThe name of the audience should be brief and descriptive. -
ContextThe context within which the audience will apply. This could be at the system level or a specific tenant or course.-
Audience IDUnique audience ID.This ID can be used to perform bulk actions with audience members.
DescriptionA description of the audience to give more details.-
Start date

If a start date is provided, access to dashboards granted by this audience will not be available until this date.

If this is a dynamic audience, audience members will not be automatically updated until this date.
End date

If an end date is provided, the access to dashboards granted by this audience will not be available after this date.

If this is a dynamic audience, audience members will not be automatically updated after this date.
Alerts

The options are:

  • Do not send alerts: Alerts will not be sent to members when they are added or removed from this group.
  • Send alerts to affected members only: If selected, notifications will be sent to members when they are added to the audience, or when they are removed.
  • Send alerts to all members: As above, but for all members.
-
TagsAdd tags to your audience. See What are tags? for more information. 

Members tab

View and search for the current members of the audience.

Edit members tab 

Allows you to add and remove users from a set audience. See both Add set audience members and Remove set audience members for more information. 

Enrolled learning tab (Totara Learn)

If you have Totara Learn, then the Enrolled learning tab allows you to enrol or unenrol the members of this audience into 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, you can 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 plan tab allows you to assign learning plan templates and automatically create learning plans for all audience members.

SettingDescriptionNotes
Plan templateChoose the template from the dropdown menu.-
Exclude users whoChoose 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 asDecide 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.

-

Goals tab

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.

Can't find what you're looking for? Contact us at documentation@totara.com. Alternatively, book a call to have a chat about your Totara platform with a dedicated Customer Success Manager.

© Copyright 2024 Totara Learning Solutions. All rights reserved.

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