Managing Your Audience

You might be wondering why you would need different audiences? Well, in international companies it might be useful to separate the process viewers into different groups. This helps when you want to show a specific process to the appropriate people.

For example, viewers from Japan might have a different entry point to the company's value chain. They might even have a customized theme for their Hub (specific logo or color). This is when audience management is useful. 

Note

To be able to add additional audiences, you first need to add user groups to your workspace. Adding users and groups was covered in the previous section, so please refer to it if you need additional information. 

The General Audience includes all users that aren't part of a specific audience. For users that belong to more than one user group, the setting for the General Audience is applied. 

Choose the video below to see how to add and delete an audience. In the previous lesson, we added our user groups to our workspace. Now that we have these user groups, they will show under the Audience tab when we go to add an audience.

In the Collaboration Hub Setting, in the section Visibility, you can set which attributes (additional information) are shown on a diagram or element level, and if they should be structured by groups.

Before you set the visibility of attributes you need to know some facts:

• Attributes can be visualized on different notation sets and for different audiences
• Attributes can be sorted by groups (more later in this lesson)
• You can choose between diagram attributes or element attributes
• You enable or disable Show group to show or hide the complete attribute group for e.g. individual audiences
• Visible if set shows the attribute when the attribute has a value
• Visible always shows the attribute even if the value is empty
• Invisible hides the attributes -- this might be helpful if for a specific audience an attribute (information) should not be shown

Watch the video to learn how to set visibility of attributes.

Note

Two ways of visualization is shown. First with ungrouped attributes and then based on a created attribute group.

Provide more structure with attribute groups.

As we could see on the previous video, you can define how attributes are grouped and sorted across the workspace. Grouping of attributes provides a better overview of the available information, e.g. on a process diagram level. You can compare it like a title in order to structure the different information.

In this image, we see icons which indicate that further information is available. How to set the visibility and these icons was covered in lesson "Define Attribute Visualization".

In order to see these icons it is necessary to have activated the Overlays. The boxes can be checked or reset by the Collaboration Hub Users.

If all Overlays should be active by default, the workspace administrator has to define the default in the set-up.

Note

Watch the video below to learn how to set visibility on a process diagram. This video contains audio.

You can select the attributes that are shown at the top of the diagram page. If necessary this can also be set for each audience individually.

The following attributes are available:

• Process level

  The process level can be counted from level 1 or level 0. When you disable this attribute, your users won't see the process level pyramid.

• Revision number
• Last updated/published
• Last author

To set the visibility of header attributes, follow these steps: 

1. Go to Collaboration Hub Settings - Visibility.
2. Select an audience (or leave it to general audience).
3. Uncheck the boxes if you don't want to display some of the available attributes.
4. If the level should be displayed, set if this should start with Level 1 or Level 0.
5. Choose  Save to apply the changes.

Click the numbers, starting with number 1, to review the Key Takeaways from this lesson.