The context switcher enables managers to switch their dashboard to a segment that they fully manage. The ability to display a segment fully is different to seeing a section of the segment in the heat map.
The heat map displays segments that contain employees of the manager's dashboard, but those segments can also contain employees from entirely different areas, so they don't display fully.
A manager can only switch context to a segment if any of these conditions are true:
- It's the Direct Reports or All Reports segment (from an Employee type attribute) for that manager.
- They're the segment manager of that segment. This means you can see the name of the segment in the Managing tab of the manager's employee record.
- You’ve created an attribute hierarchy and the segment in the manager's Managing tab is a parent segment of child segments. Example: You created a hierarchy between the attributes Country and Local Office. You assigned a manager access to the Spain segment. As a result, the manager also manages the child segments of Spain, such as Barcelona and Madrid. The manager won't see these segments in their context switcher, but they can search for them and switch to the segments. This condition is contingent on all employees of the child segment also being part of the parent segment.
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