App-level audience policy keeps Work Queues and Decisions isolated by company (tenant) and role, and lets Notification Center honor category preferences.
Shipped 9 Aug 2026 Part of the guided Automation maker controls in the 9 Aug 2026 Release.
Two client companies must never see each other’s review items.
Sales Reps and Managers need different queues.
Users should opt into review alerts via a checkbox on their user profile.
Private OTP app with a Users sheet.
A Role field (select / multi-select).
Optional Client (or Company) relation for tenancy.
Automation screens (Work Queue / Decision / Notification Center) available.
On any Automation screen, open App audience & notification prefs (or the equivalent Automation Home control).
Choose Relation when each user belongs to one client/company.
Pick the users-sheet Client (or equivalent) relation.
Save.
Workflow role-pool routing still assigns by role; tenant policy filters which company’s items appear for that role.
Leave auto-detect or explicitly pick the Role field used by Screen Visibility and role-pool publish steps.
Add a category key (for example reviews).
Bind it to a boolean on the users sheet (for example Alert Reviews).
Wire Messaging / workflow notify steps to that category so Notification Center and email honor the preference.
Publish.
Log in as two users in different companies with the same role — each should only see their company’s queue items.
Turn a preference off and confirm that category no longer delivers in-app (or email, depending on channel).
