Required Permissions for Creating Custom Segment Values

To be able to create values, a user must have the appropriate privileges. There are several permission configurations that can result in users having this access.

Examples of users with various permission configurations are described in the following table, along with the procedures that each group can use to create values.

Description

When Can the User Add Values?

Permitted Methods for Creating Values

Users assigned to the Administrator role

At any time

Creating Values Within the Segment Definition

Creating Values by Clicking Manage Values

Creating Values Using the New Button

Users with the Create level of the Custom Segments permission

Only during the time that the user is creating the segment (unless the user has additional privileges).

Creating Values Within the Segment Definition

Users with the following:

  • The Create, Edit, or Full level of the Value Management Access permission

At any time

Creating Values Within the Segment Definition

Creating Values by Clicking Manage Values

Users with both of the following:

  • The Create, Edit, or Full level of the Value Management Access permission

  • Permission to work with the segment when it is displayed on another record

At any time

Creating Values by Clicking Manage Values

Creating Values Using the New Button

Note:

Be aware that even if users have only the Edit or Full value of the Custom Segments permission, they can assign themselves the Value Management Access permission for any custom segment.

Related Topics

Granting a Role Permission to Manage Custom Segment Values
Scope of the Value Management Access Permission
Assigning the Value Management Access Permission

General Notices