About User Targeting Templates
Applicable Product:
- PeopleFluent Learning
Applicable Release:
- V25
Summary:
User targeting templates enable you to specify the criteria for selecting users and then use the
template to select users, such as when setting permissions for viewing courses in the Catalog
Browser or search results. When you create a user targeting template your selection criteria are
saved in the template so that you don't have to keep specifying the same criteria for different
features in the LMS.
Administrators can use user targeting templates to select users in the following user selectors:
- Permission Selector
- Appraisal Target Audience Selector
- 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 in System Roles (Manage Features > User Manager
Features).
To manage user targeting templates, go to Manage Center > Users > User Targeting
Template Manager.
Set Access Permissions for a Template
When you create a user targeting template only your user account has access to it, and
therefore only you can use it to select users. To allow other LMS users to access a template, you
must give them read-only permission in the Permission Selector. To allow other LMS users to
edit a template, you must give them unrestricted permission.
Editing and Deleting Templates
The Edit and Delete actions are available from the action menu only if you have unrestricted
permission for the template.
User Targeting Template Support in Data Loaders
You can specify a user targeting template in the following data loaders:
- Role Access Data Loader
- Question Data Loader
- Equivalency Rule Data Loader
Using a User Targeting Template as a Search Filter
When the Enable User Targeting Template Search Filter System Configuration setting is
enabled, an advanced search filter is added to some pages (for example, Learning Modules)
that enable you to search for all objects of the given type that use a given User Targeting
Template for either read or write permissions
Additional Information