Required Permissions for Editing Custom Segments

To be able to open a custom segment for editing and save changes, you must have the appropriate privileges. Further, not all user groups can make changes. The following table gives examples of groups with permission configurations that let them edit segments.

Note:

After a custom segment is created, the GL Impact option cannot be changed.

Group	Users can:	Users cannot:
Users assigned to the Administrator role	Change any value on the segment definition, except for ID, which can never be changed. Users in this group are the only ones who can change the following value: The Type of an existing segment, if the segment’s GL Impact box has been checked. (If the GL Impact box has not been checked, other users can also change the type.)	Change the ID field.
Users with both of the following: The Create, Edit, or Full level of Value Management Access permission The Edit or Full level of the Custom Segments permission	Change most values on the segment definition. Work with values by directly editing the Values sublist. Users can also click the Manage Values button to complete these tasks on another page, if they prefer. (Whether these users can add, edit, or delete values depends on the exact value of the user’s Value Management Access permission. For details, see Required Permissions for Creating Custom Segment Values.)	Change any of the following fields: ID. Type, if the segment’s GL Impact box has been checked.
Users with either the Edit or Full level of the Custom Segments permission	Change most values on the segment definition.	Change any of the following fields: ID. Type, if the segment’s GL Impact box has been checked. Add, create, or delete values. ( (However, these users can give themselves that permission by making changes on the Permissions subtab of the segment definition.)
Users with both of the following: The Create, Edit, or Full level of Value Management Access permission The View level of the Custom Segments permission	These users cannot directly modify anything on the segment definition, but they can work with the segment’s values. They can open the segment definition in View mode and click Manage Values to display a page that lets them work with values. (Whether these users can add, edit, or delete values depends on the exact value of the user’s Value Management Access permission. For details, see Required Permissions for Creating Custom Segment Values.)	Edit the segment definition.

Group

Users can:

Users cannot:

Users assigned to the Administrator role

Change any value on the segment definition, except for ID, which can never be changed.

Users in this group are the only ones who can change the following value:

The Type of an existing segment, if the segment’s GL Impact box has been checked. (If the GL Impact box has not been checked, other users can also change the type.)

Change the ID field.

Users with both of the following:

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

Change most values on the segment definition.
Work with values by directly editing the Values sublist. Users can also click the Manage Values button to complete these tasks on another page, if they prefer. (Whether these users can add, edit, or delete values depends on the exact value of the user’s Value Management Access permission. For details, see Required Permissions for Creating Custom Segment Values.)

Change any of the following fields:

ID.
Type, if the segment’s GL Impact box has been checked.

Users with either the Edit or Full level of the Custom Segments permission

Change most values on the segment definition.

Change any of the following fields:
- ID.
- Type, if the segment’s GL Impact box has been checked.
Add, create, or delete values. ( (However, these users can give themselves that permission by making changes on the Permissions subtab of the segment definition.)

Users with both of the following:

The Create, Edit, or Full level of Value Management Access permission
The View level of the Custom Segments permission

These users cannot directly modify anything on the segment definition, but they can work with the segment’s values. They can open the segment definition in View mode and click Manage Values to display a page that lets them work with values. (Whether these users can add, edit, or delete values depends on the exact value of the user’s Value Management Access permission. For details, see Required Permissions for Creating Custom Segment Values.)

Edit the segment definition.

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