User criteria form and reference

  • Release version: Australia
  • Updated June 4, 2026
  • 1 minute to read
  • Reference information for configuring audience applicability criteria used in multi-theme functionality and other platform features.

    User Criteria form fields

    The User Criteria form contains fields for defining user access criteria and restrictions. For more information, see Configure additional themes.

    Table 1. User Criteria form
    Field Description
    Name Descriptive name for the user criteria record. This field is required.
    Application Application scope for the user criteria. Defaults to Global.
    Short Description Brief description of the user criteria purpose and scope.
    Active When selected, the user criteria record is active and enforced. When cleared, the criteria are inactive.
    Users Specific users included in the criteria. Select the reference icon to choose users or the list icon to view selected users.
    Companies Companies included in the criteria. Select the reference icon to choose companies.
    Groups User groups included in the criteria. Select the reference icon to choose groups.
    Locations Locations included in the criteria. Select the reference icon to choose locations.
    Roles User roles included in the criteria. Select the reference icon to choose roles.
    Departments Departments included in the criteria. Select the reference icon to choose departments.
    Advanced When selected, enables advanced criteria configuration options.
    Match All When selected, users must match all specified criteria. When cleared, users must match any of the specified criteria.

    Criteria structure

    Audience applicability criteria define which users receive specific themes, configurations, or features. The system uses a platform construct that wraps user criteria functionality to provide inclusion and exclusion capabilities.

    Table 2. Audience applicability criteria types
    Criteria Type Description Use Cases
    User roles Target users based on assigned roles and permissions Admin-specific themes, role-based branding
    Departments Target users based on organizational department Department-specific branding, divisional themes
    Geographic location Target users based on physical or regional location Regional branding, location-specific themes
    User groups Target users based on group membership Team-specific themes, project-based branding
    Custom attributes Target users based on custom user profile fields Business unit themes, specialized configurations
    Time zones Target users based on time zone settings Regional themes, time-based configurations
    Domains Target users based on domain separation Multi-tenant environments, domain-specific branding