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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:
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.
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.
The Edit and Delete actions are available from the action menu only if you have unrestricted permission for the template.
You can specify a user targeting template in the following data loaders:
Role Access Data Loader
Question Data Loader
Equivalency Rule Data Loader
Note that to use a template in a data loader, the person uploading the CSV data file must have at least Read Only permission for the template.
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
Create a User Targeting Template
