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.
When to use this
Section titled “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
Section titled “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.
1. Open audience policy
Section titled “1. Open audience policy”On any Automation screen, open App audience & notification prefs (or the equivalent Automation Home control).
2. Tenant mode
Section titled “2. Tenant mode”- 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.
3. Role field
Section titled “3. Role field”Leave auto-detect or explicitly pick the Role field used by Screen Visibility and role-pool publish steps.
4. Notification categories
Section titled “4. Notification categories”- 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.
5. Verify
Section titled “5. Verify”- 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).