User Permissions for a Custom Segment
Every segment that has been applied to a record becomes a field on that record. Therefore, you can use the Permissions subtab to manage permissions for each segment in its capacity as a field on another record. At a high level, you can permit a role to do any of the following:
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View and use a segment when it appears on a record – For each segment, you can explicitly permit or deny a role from being able to set a value for the segment. You can also make the segment hidden or read-only for a particular role. You manage these types of privileges by using the segment’s Record Access permission. For details, see Granting Roles Permission to Set Segment Values on Records.
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View and refer to the segment when using searches and reports – For each segment, you can explicitly permit or deny a role from being able to use the segment as a search field or column. You can also permit or deny a role from being able to use segments when customizing reports. You manage these types of privileges by using the segment’s Search/Reporting Access permission. For details, see Granting Roles Permission to Use Segments in Searches and Reports.
Related Topics
- Custom Segment Creation
- Custom Segment Types
- Creating a Custom Segment
- Configuring GL Impact for a Custom Segment
- Filtering for a Custom Segment
- Applying a Custom Segment to Record Types
- Apply to Kit or Assembly Components Setting for Custom Segments and Transaction Line Custom Fields
- Dynamic Default Value Sourcing for Custom Segments
- Validation and Static Default Values for Custom Segments
- Dependent Segments
- Setting Display Order of All Custom Segments