Hello,
We have 4 different user types, across 2 distinct programmes (so 8 audiences in total). We would like to assign each of these to an audience so they can see different content. There are 3000+ users in total, so the ability to update in bulk is important.
To do this, I set up the hierarchies below:
- A position hierarchy for the 4 user types
- An organisation hierarchy for the 2 programmes
I then set up 8 dynamic audiences. Each adds users based on job assignments with the relevant position / organisation. This works as expected. I planned to use these audiences to give users access to the relevant programmes / dashboards.
My problem is that I am struggling to update in bulk. I attempted to use the HR import for job assignment. But it seems I can only use this to update existing job assignments, as you need to provide a valid job assignment ID in the CSV. This would require creating job assignments manually.
I think an alternative option would be to set up a custom profile field for the user type / groups. As described here: https://totara.community/mod/forum/discuss.php?d=23466#p94086.
But we wanted to work with hierarchies if possible, rather than creating custom fields to get around them.
So my questions are:
- Have I understood job assignment HR import correctly? Or can you create new job assignments with HR import? How can I do this if so?
- Is either of the options I've described above the best way of achieving this? Or am I using hierarchies where they're not needed? Would I be better to just create set audiences?
- Any other recommendations?
Thank you very much if you're able to help.
Harry