1. SuiteCloud Platform
  2. Customization
  3. Custom Segments
  4. Custom Segment Creation
  5. User Permissions for a Custom Segment
  6. Granting Roles Permission to Use Segments in Searches and Reports
  7. Assigning the Search/Reporting Access Permission to Roles for Custom Segments

Assigning the Search/Reporting Access Permission to Roles for Custom Segments

This topic describes how to assign the Search/Reporting Access permission to a role on a custom segment. For general information, see Granting Roles Permission to Use Segments in Searches and Reports.

Use the following steps to assign the Search/Reporting Access permission to a role.

To assign the Search/Reporting Access permission to a role:

  1. Edit the custom segment.

  2. Click the Permissions subtab.

  3. For a role to have access, the role must be referenced in the Permissions sublist. Review the sublist to see if the role is already listed, then do one of the following:

    • If the role isn't listed, add a line to the sublist: In the Role column, select the appropriate role. In the Search/Reporting Access Level column, select the required access level. Review the values for this role in the columns labeled Value Management Access Level and Record Access Level. Make any changes as needed. Be aware that the Value Management Access permission gives the user permission to create values, so review this column with care. For details, see Granting a Role Permission to Manage Custom Segment Values. Then click Add.

    • If the role is already listed but doesn't have the ability to manage values, then edit the role's access. Find the role in the sublist. Edit the corresponding value in the Search/Reporting Access Level column. Then click OK.

  4. From the Default Search/Reporting Access Level list, set the default search/reporting access level. This access level applies to any role that isn't listed in the Permissions sublist with a specific access level.

  5. Click Save.

Related Topics

General Notices