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:

• 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.

• 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

General Notices