Scope of the Custom Segments Permission

The following table describes the access associated with the various levels of the Custom Segments permission. Except where noted, this table assumes that the user has no other permissions. For an overview of granting roles permission to manage custom segments, see Granting a Role Permission to Manage Custom Segments.

Level

Users can:

Users can't:

View

  • View custom segment definitions.

  • View the values defined for existing custom segments.

  • Use the Custom Segment search type.

  • Create, edit, or delete custom segments.

  • Create, edit, or delete values on a custom segment (unless the role has the appropriate Value Management Access level for that segment).

Create

  • View custom segment definitions.

  • View the values defined for existing custom segments.

  • Use the Custom Segment search type.

  • Create custom segments.

  • Create values for new segments that the user is creating.

  • Edit or delete custom segments.

  • Create, edit, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment).

Edit

  • View custom segment definitions.

  • View the values defined for existing custom segments.

  • Use the Custom Segment search type.

  • Create custom segments.

  • Create values for new segments that the user is creating.

  • Edit body fields and sublist fields on an existing segment.

  • Delete custom segments.

  • Edit, create, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment). Note that these users have the ability to give themselves that permission. They can change the Value Management Access level on the Permissions subtab of the Custom Segments definition.

Full

  • View custom segment definitions.

  • View the values defined for existing custom segments.

  • Use the Custom Segment search type.

  • Create custom segments.

  • Create values for new segments that the user is creating.

  • Edit body fields and sublist fields on an existing segment.

  • Delete custom segments.

  • Edit, create, or delete values on an existing custom segment (unless the role has the appropriate Value Management Access level for that segment). Note that these users have the ability to give themselves that permission. They can change the Value Management Access level on the Permissions subtab of the Custom Segments definition.

As shown in the preceding table, even if a role doesn't have the Value Management Access permission for any segment, the Custom Segments permission always gives the user permission to view segment values. Similarly, the Create, Edit, and Full levels of the Custom Segments permission give the role some ability to create values, even if they don't have the Value Management Access permission.

However, if you want any of these users to be able to edit values on an existing custom segment, you may want to actively assign them the Value Management Access permission for the appropriate segments. Be aware that they can also grant themselves this permission on the Permissions subtab of the custom segment.

Related Topics

General Notices