ABAC: How to send a must read by audience

Overview

Audience Based Access Control (ABAC) provides the flexibility to enable highly targeted content, communications and access controls. 

In this article, we provide an overview on how you can send a must read in a way that utilizes ABAC to restrict that must read to a specific audience. This capability empowers content creators to control content reads and notifications by assigning relevant audiences.

Who is this for: App managers, site owners, site managers, site content managers

To learn more about restricting content, please refer to the following articles:

• ABAC: Restrict a Page by Audience 
• ABAC: Restrict an Event by Audience 
• ABAC: Restrict an Album by Audience 

Jump to a section: 

• Step 1: Creating & publishing content to the site
• Step 2: Marking your content as must read
• Optional step: Marking your content as must read for a restricted audience
• Best practices
• Must read notifications

Must read content definition and usage

What does it mean to mark content as must read?

Important content can be marked as must read, requiring users to confirm that they have read it. Making content must read is an easy way to help ensure the message you're communicating is received by users. When you mark your content as must read, your users will receive a weekly reminder email every Monday (or immediately if you choose) to help encourage them to read and acknowledge the content you made. 

Can durations be set for a must read?

You can set your must read duration to 90 days or indefinitely. 

What is content? 

Simpplr offers three different content types: events, pages, and albums. When creating any of these items, you are creating content for your employees to review and interact with. 

Audience definition and usage 

Audiences are customizable groups of users based on attributes like role, location, or specific individuals. They can then be used to manage who has access to specific features and content.  

Step 1: Creating & publishing content to the site

To create content:

1. Click + Create at the bottom left of your screen. 
2. Select the type of content you would like to create (page, event, album). 
3. Select the site you would like to publish your content to.
4. Fill out the necessary fields for your content type.
5. Click Publish.

Step 2: Marking your content as must read

1. Navigate to the content you would like to mark as must read. 
2. Hover over the 3 dots at the top right corner of the content.
3. Click Make ‘must read’.

Optional step: Marking your content as must read for a restricted audience

Your maximum must read audience is set by your site visibility. For example: 

• A public site with All Organization site visibility can have a must read sent to everyone in the company, or you can select from a list of audiences created in your audience categories. 
• A public site with Sales site visibility can send a must read to all sales, or a sub audience within that audience. 

How to send a must read to a restricted audience if your content is not restricted (page, event, album)

Select an audience by following the steps below:

1. Under the Define must read audience section, click Browse.
2. If site visibility is Everyone in organization and you would like for this content to be must read content for your entire organization:
   1. Toggle on the option in the top right corner titled All organization.
3. If site visibility is Everyone in organization and you would like for this content to be must read content for a selected audience:
   1. Click Browse.
   2. Browse through the available audiences.
   3. Select your preferred audience.
4. If site visibility is Everyone in organization and you would like for this content to be must read content for a sub-audience.
   1. Click Browse.
   2. Click on the + icon (Add sub-audience) next to any audience.
   3. Enter the sub-audience details.
   4. Click Create.
5. Once your audience or sub-audience selections are made, click Done.
6. Fill out the required fields:
   1. Add a message. 
   2. Set a must read duration.
   3. Enable an Awareness check if you would like to.
7. Click Make must read.

How to send a must read to a restricted audience if you have restricted content (page, event, album)

1. Review the must read audience that has been predefined based on the content restrictions.
2. Fill out required fields.
   1. Add a message. 
   2. Set a must read duration.
   3. Enable an Awareness check if you would like to.
3. Click Make must read.

FAQ

What does it mean to restrict a must read audience?

Restricting your must read audience will ensure that only the necessary audiences are required to view the content, and must mark it as read. 

• Creating or sending a restricted must read for content does not restrict the content itself. It only restricts who will receive a reminder and will be required to mark that content as read. 
• Similarly, if the content itself is restricted, the must read will only be restricted to the predefined restricted audience for the content.

For example, if you would like to publish an updated engineering safety page to the Engineering site and want to ensure that all of your Engineering employees have reviewed it, you might restrict the must read audience only to your Engineering employees, but anyone with access to the Engineering site still has access to the page.

Who can restrict a must read?

Site owners, site managers, site content managers, and Feature owner/Admin/Managers of the Manage site ACG of each site that's been granted must read privileges can make content must read with restricted audiences. 

Best practices, recommendations, and pro tips

• When selecting your preferred must read audience: 
  • If you would like to target a smaller audience within your pre-existing audience, select the + button. Then, you may add a group or rule to create a sub audience on the fly!
  • Once within the sub audience selection, if you click the number indicating how many people are within your audience, you can see the list of users within that audience.
• After making your audience selection: 
  • You may double check the list of users who will be required to review the content by clicking the 3 dots to the right of your user’s images.

Must read notifications

If a must read tag is restricted, notification would only be sent only to the users who are a part of the restricted audience as well as requirement to mark the content as read. 

Related articles

• What is must read content?