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Target Assignment

  • Updated

Now that you’ve created a Target, you need to make sure that the right writers are using it.

For example, you might want technical writers like us to check with a Target for technical content. Your marketing team, on the other hand, might need to check with Targets for marketing content like blog posts or company announcements. With Targets assignments, you can limit access to different Targets.

Manage your assignments directly in the Targets section of the Acrolinx Dashboard. To do this, you'll need the Acrolinx privilege Edit Targets.

Manage Assignments

You’ll find a list of your Targets in the slide-out menu that opens when you click MANAGE ASSIGNMENTS.

Tip

You'll see the number of Targets that need an assignment in the red notification at the upper-right corner of this button.

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Assign a Target

To assign a Target to your writers, follow these steps:

  1. Navigate to Targets and click MANAGE ASSIGNMENTS to open the slide-out menu.

  2. You’ll find unassigned Targets at the bottom of the list. Click on the arrow to expand the list.

  3. You can either assign the Target to all writers, or select which content contributors should check with the Target.

    1. To assign the Target to all users, click the plus group icon Targets-AssignToAll.png Assign to all. Or click the pen icon Targets-_Edit.png Edit. and toggle the switch button Targets-Switch.png

    2. Click the pen icon Targets-_Edit.png Edit. Use the dropdown section User to search writers.

      You can select users based on the following criteria:

      • Acrolinx role. To select roles, click the check boxes in the list view.

      • Custom user information that is set to mandatory. To select custom user information, click the check boxes in the list view.

      • Usernames. You can search for usernames in the search field or click the check boxes in the list view.

  4. Select one or more criteria.

    Warning

    If you select more than one criteria, these have an "OR" relationship.

    Suppose that you select the department "Electronics" and the Acrolinx role "Term Contributor". The assignment applies to users who are in the "Electronics" division or who have the Acrolinx role "Term Contributor".

  5. Click SAVE

Tip

After you've assigned a Target to one or more users, you can start with Target Batch Mapping. There, you can add document criteria for batch checking with GitHub, AEM, Wordpress, the CLI, or via the Acrolinx API.

Edit a Target Assignment

To edit a Target assignment, follow these steps:

  1. Open the MANAGE ASSIGNMENTS slide-out menu.

  2. Browse through the list of Targets, and click the pen icon 35463217.png Edit to edit the one you want to update.

  3. To make the changes you need, follow the steps described in Assign a Target.

  4. Click SAVE

Preferred Target Assignments

In the "Options" tab of the Sidebar menu, writers will see a list of the Targets assigned to them. Depending on what they check, they might rely on a few different Targets in this list. To help writers use the right Targets, you might want to make sure that the Targets appear in a specific order. You can use drag and drop to order the list of Targets in the Target Assignments slide-out menu. The Target at the top of the list will be the preferred Target for the assigned writers. It will appear at the top of their Targets list in the Sidebar and will be their preferred Target when they sign in for the first time. This means that different writers will see different lists in their Sidebar options depending on the Targets assigned to them.

To order the list, follow these steps:

  1. Navigate to Targets and click on MANAGE ASSIGNMENTS to open the slide-out menu.

  2. Hover over a Target assignment card.

  3. Click and hold the drag icon Targets-Drag.png to drag it to preferred position.

Let's say you have a Target called "Company Content", which is assigned to all writers since all of them should use it. You also have the technical writers Christina and Gustav (no, that’s not us) who should have the Target "Technical Documentation" as their preferred default. In this case, you would drag Technical Documentation to the top of the list so it appears above Company Content. All other writers would still get Company Content as their preferred Target, but Christina and Gustav would see Technical Content first. If needed, they could still select Company Content.

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Warning

Remember, the preferred Target is selected by default when a writer connects to an Acrolinx Integration for the first time. If a writer changes the Target in their Acrolinx Integration, the changed selection gets stored in the user properties. When they reopen the integration, the user-selected Target is selected by default instead of the preferred Target.

Delete Assignments

If you want to delete Target assignments, you'll need to deselect the chosen criteria for each field. This might take a little longer, but it ensures that nobody accidentally deletes all their assignments.