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Configure App Audience and Notification Prefs

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.

When to use this

  • 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.

Prerequisites

  • 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.

Steps

1. Open audience policy

On any Automation screen, open App audience & notification prefs (or the equivalent Automation Home control).

2. Tenant mode

  1. Choose Relation when each user belongs to one client/company.

  2. Pick the users-sheet Client (or equivalent) relation.

  3. Save.

Workflow role-pool routing still assigns by role; tenant policy filters which company’s items appear for that role.

3. Role field

Leave auto-detect or explicitly pick the Role field used by Screen Visibility and role-pool publish steps.

4. Notification categories

  1. Add a category key (for example reviews).

  2. Bind it to a boolean on the users sheet (for example Alert Reviews).

  3. Wire Messaging / workflow notify steps to that category so Notification Center and email honor the preference.

5. Verify

  1. Publish.

  2. Log in as two users in different companies with the same role — each should only see their company’s queue items.

  3. Turn a preference off and confirm that category no longer delivers in-app (or email, depending on channel).

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