Set Up Access By Segment for Users

Prerequisites

Administrator access.

Context

This article guides administrators on how to set up new access by segment groups, supporting segment specific access for users within your organisation.

Example: Your French regional D&I manager, who is also a line manager for a team, can display their team access in one context and display the D&I data for France only in a new access by segment context.

Steps

1. Navigate to Administration > Access control.
2. Select the Specialist access tab.
3. On the Access Level section, select the Specialists: Segment Access button.
4. Click Add specialist group.
5. Add a group name.
6. Select your access settings and question set and driver combinations.
7. Select the Group members tab on the access control group you created.
8. Select Add people to select from the dropdown list of employees or by using the search bar.
9. Click Add.
10. Click the plus icon under the Segments column to open the segment selector.
11. Select Add segment on your selected segment. Info: You can select as many segments per user as you require. When users are already assigned segments, you can click on a segment to manage the segments or add new segments. Users can only select restricted segments when they have permission to view restricted attributes.
12. Click Close.

Result:

Users can now use their dashboard context to select the contexts they have access to, including new segments via access by segment groups.