Scope of the Record Access Permission on Custom Segments

This topic explains the different access levels available for the Record Access permission on custom segments. It details what each level enables and restricts for user.

For general information, see Granting Roles Permission to Set Segment Values on Records.

The following table describes the access associated with the various levels of the Record Access permission.

Level

Users can:

Users can't:

None

-

View or set values for the segment on the records where the segment has been applied. For these users, the segment - both its label and value - are hidden.

View

View segments on the records where the segment has been applied (if the user has permission to view or edit the record type). Users can view both the segment label and the selected value, if a selection has been saved.

For users with this access level, the segment field is read-only, even if the user has permission to edit the record.

Set values for the segment.

Edit

View and set values for the segment on records where the segment has been applied (if the user has permission to edit the record type).

-

For information about assigning the Record Access permission, see Assigning the Record Access Permission to Roles for Custom Segments.

Related Topics

General Notices