For Organisation Administrators: licensed Collaborators with the relevant organisation-wide permissions.
What you will achieve
Create a reusable group of people for a shared purpose, such as a policy's intended readership. An audience groups members; it does not grant platform permissions or allocate licences.
Before you start
Confirm the organisation and your authority to manage audiences. Have an agreed membership list, a clear purpose and someone responsible for keeping it current. People must already be members of the organisation before you can add them.
Decide whether this group really needs to be reusable. A clear name such as “Northstar Works office managers” is more useful than “Group 4”.
Create and populate the audience
- Open Settings > Organisation > Membership > Audiences.
- Search or review the existing list to avoid creating another audience for the same purpose.
- Select Create Audience, or Create First Audience if the list is empty.
- Enter the audience name and a description explaining who belongs and why. Select Create Audience.
- Open the audience's action menu and choose Manage members.
- Use the member picker to select an existing organisation member. Add the intended people one at a time, checking the resulting list rather than relying on a similar name.
- Compare the complete list with the agreed membership. Check both omissions and people included by mistake.
Check it worked
Leave the audience, reopen it and read the member list again. Confirm the count and the identities, not just the audience name.
When using the audience in another task, inspect that task's recipient or assignment preview before sending. A saved audience is not evidence that a campaign has been issued, or that an already-issued campaign has updated its recipients.
Keep membership current
Use Edit audience to change its name or purpose and Update Audience to save. Use Manage members to add joiners or remove people who no longer belong.
Remove member removes the person from this audience. It is different from removing their organisation membership. After a change, check downstream work separately: an existing assignment may have its own lifecycle.
Before Delete audience, identify policies, campaigns or other work that refer to it. Obtain approval and arrange replacements. Do not assume deletion recalls notifications or removes existing obligations.
If something goes wrong
| Problem | Next action |
|---|---|
| A person is missing from the picker | Check that they are an active member of this organisation; an invitation alone may not be enough |
| Two people have similar names | Confirm the identity in the membership record before selecting |
| The list looks out of date | Reload the audience and compare with the saved membership |
| An existing task still shows a removed person | Review that task's recipient and assignment controls; do not keep removing unrelated memberships |
Human judgement matters
Audience membership can expose a person's organisational responsibilities. Keep descriptions appropriate for their readers. Avoid using a broad audience when the work or evidence is sensitive.
What next?
For the wider context, see Manage members, roles and access.
Use the audience in a small, approved policy-attestation campaign and review the actual recipients before launching it. Nominate a review owner so membership stays useful as people change roles.
Get help
Contact your organisation's support route with this guide reference, the affected page and a sanitised error. Do not include passwords, keys or session details.