Show or hide components with Audiences

In OrderCentral, admin users can control which components are visible to specific groups of portal users. This is done with Audiences.

An Audience is a group of users that matches certain criteria, for example:

1. Dealer admins
2. Dealers from a specific country
3. Internal users
4. Users with a specific profile
5. Users with a specific role or user setting

After creating an Audience, you can use it to show or hide components on a page.

When to use Audiences

Use Audiences when not every portal user should see the same information or functionality.

Examples:

1. Show a promotion block only to dealers
2. Show onboarding instructions only to new users
3. Show reporting components only to internal users
4. Show approval functionality only to users with the correct role
5. Show country specific information to users from a specific country

Important to know

An Audience only controls whether a component is visible on the page.

It does not replace user permissions or data access settings.

Use Audiences to personalize the user experience. Use permissions, roles and access settings to secure access to data and functionality.

Step 1: Open Experience Builder

1. Log in as an admin user.
2. Go to Setup.
3. Search for Digital Experiences.
4. Open All Sites.
5. Find the OrderCentral site you want to update.
6. Click Builder.

You are now in the Experience Builder for your OrderCentral portal.

Step 2: Open the page properties

1. Navigate to the page where you want to show or hide a component.
2. In the top bar, find the name of the page you are currently editing.
3. Click the gear icon next to the page name.
4. The Page Properties panel opens.

Step 3: Create or select an Audience

1. In the Page Properties panel, click the Audience icon
   

2. Create a new Audience or select an existing Audience.

3. Give the Audience a clear name.

Use a name that is easy to recognize later, for example:

Use a name that is easy to recognize later, for example:

1. Dealer Admins
2. Internal Users
3. Dealers Netherlands
4. Users with Order Approval
5. New Portal Users

Then define the criteria that determine which users belong to this Audience.

Possible criteria can include:

1. User profile
2. User fields, such as country, department or user type
3. Roles
4. Permission related settings, if configured in your environment
5. Other available user attributes that can be used to identify the user

Save the Audience when the criteria are complete.

Step 4: Assign the Audience to a component

1. Stay on the page in Experience Builder.
2. Select the component you want to show or hide.
3. Open the component settings.
4. Assign the Audience that should be able to see this component.
5. Save the change.

The component is now only visible to users who match the selected Audience.

Users who do not match the Audience criteria will not see the component.

Step 5: Publish the site

Changes in Experience Builder are only visible to portal users after the site has been published.

1. Click Publish.
2. Confirm the publication.
3. Wait until the changes have been processed.

Step 6: Test the visibility

Always test the setup with at least two users:

1. A user who should see the component
2. A user who should not see the component

Check the following:

1. The correct user can see the component
2. Other users cannot see the component
3. The user still has the correct permissions for the underlying data
4. The behavior is still correct after logging out and logging in again
5. The behavior is also correct in an incognito browser window

Example

You want to show an order approval component only to dealer admins.

To do this:

1. Open the relevant page in Experience Builder.
2. Click the gear icon next to the page name.
3. Open the Audience settings from the Page Properties panel.
4. Create an Audience called Dealer Admins.
5. Set the criteria so that only dealer admins match this Audience.
6. Select the order approval component on the page.
7. Assign the Dealer Admins Audience to the component.
8. Publish the site.
9. Test with a dealer admin and a regular dealer user.

The dealer admin sees the component. The regular dealer user does not see the component.

Troubleshooting

The user does not see the component

Check the following:

1. Does the user match the Audience criteria?
2. Is the user field used by the Audience filled correctly?
3. Has the site been published after the change?
4. Does the user have the required permissions?
5. Has the user logged out and logged in again?

The user sees the component, but should not see it

Check the following:

1. Is an Audience assigned to the component?
2. Is the Audience too broad?
3. Does the user match the Audience through another criterion?
4. Is the same component also placed somewhere else on the page without an Audience?
5. Is another page variation or component variation active?

The Audience icon is not visible

If the Audience icon is not visible in the Page Properties panel, your user may not have the required permissions to manage pages.

Contact your administrator or OrderCentral support.