How to use audiences/targeting in your portal
Purpose of this article
With Pulse you have the opportunity to offer a lot of content to different audiences. It can be tricky to figure out how to show the right content to the right audience. Luckily, Pulse is here to help you do this.
There are 3 options to target your content to different audiences:
- by using permissions within an item (e.g.: news, an app or a quicklink)
- by using permissions within a widget (e.g.: calendar widget, my tasks widget)
- by creating different portals for different audiences (e.g.: a portal for your employees and a portal for your students)
In this article we'll explain each of these options.
How it's done
Using permissions within an item
You can set permissions per item. This can be useful when you do want to differentiate between audiences but there's no need to create a different portal.
- Go to your CMS and select the item you need. In this example we'll use a quicklink (step 1)
- Next you can assign permissions (step 2, 3 and 4)
- Allowed groups: determines which group(s) can see the item
- Default for groups: determines which group(s) get(s) to see this item as a default on the portal
- Required for groups: determines for which group(s) the item is mandatory
The abovementioned instruction also applies to:
- news articles
- the Knowledge Base (sections, sub sections and topics)
You can also set permissions per widget. This can be useful when you do want to differentiate between audiences but there's no need to create a different portal.
- Go to your CMS and select the widget you need. In this example we'll use the apps widget (step 1)
- Next you can assign permissions (step 2 and 3)
- Groups: select which groups can see/use the widget
- Individuals: select which individuals get to see/use the widget (if those indivuals aren't part of a group)
Creating a different portal for a specific audience
You have the possibility to create different portals for different audiences. This is recommended when you want to change the entire layout of the portal to accommodate a certain audience. E.g.: a portal for your mechanics and a portal for your HRM personnel. This
article explains how you create an extra portal.
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