How to Add an Employee to an Audience Group

Audiences enable you to implement custom access to features, tasks, and information displayed across the platform for specific user groups. Follow the steps below to manage audiences within your organization settings.


Requirement

HR Admin access level


Steps

  1. Navigate to Settings → Organisation → Audience


     

  2. Search or Locate the Audience

    1. Review the list of existing audiences.

    2. Use the search bar to find a specific audience, or create a new one if needed.


       

  3. Select and Update the Audience

    1. Click on the audience name to open it.

    2. Click Edit Audience.

    3. Click Add next to People.


       

    4. Add the employee(s) by clicking the + button beside their names.

    5. Click Save on the People window.


       

    6. Click Save again on the Audience window to confirm the changes.


Notes

Employees can also be added by Team, Location, Role, or Organisational Unit.

Once updated, members will receive relevant access or notification as defined in the pipeline / workflow access.

Keeping audiences updated ensures smooth communication and efficient operations.

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