You can use global and organizational roles to define membership of a profile group. For example, you can create a profile group that includes anyone assigned the global role “administrator.” You can then use that profile group within a content targeter, effectively allowing you to deliver personalized content according to the role of the person viewing the page.

The following example shows a rule set for a profile group that includes a global role named admin.

<rule op="includesItem">
   <valueof target="roles">
        <rule op="or">
           <rule op="and">
               <rule op="equals">
                   <valueof target="name">
                   <valueof constant="admin">
               </rule>
               <rule op="equals">
                  <valueof target="type">
                  <valueof constant="role">
               </rule>
           </rule>
        </rule>
</rule>

The <value of target="type"> setting determines whether the role is global or organizational, allowing the Personalization module to distinguish between a global role and an organizational role that have the same name.

Note: If you want to use global roles within rule sets, as shown above, all global role names must be unique. For more information, refer to Adding a New Role in the ATG Personalization Guide for Business Users.

The same restriction does not apply to organizational roles, which need to be unique only within their organization.

The following example shows a rule set for a profile group that includes an organizational (relative) role named buyer. This role belongs to an organization named MyCompany.

<rule op="includesItem">
   <valueof target="roles">
        <rule op="or">
            <rule op="and">
                  <rule op="eq">
                    <valueof target="name">
                    <valueof constant="buyer">
                  </rule>
                  <rule op="eq">
                    <valueof target="relativeTo.name">
                    <valueof constant="MyCompany">
                  </rule>
            </rule>
        </rule>
</rule>

Note also that you can create profile groups that include roles by using the Targeting > Profile Groups window in the ACC. However, the ACC supports the creation of <rule op=or> rules only; in other words, if you create a profile group that includes people assigned to Role A and Role B, everyone assigned either role will be a member of the profile group. If you want to create rules that use other operators, for example, <rule op=and>, write the rule by hand as described in this chapter. See Rule Tag Operations for more information.