Granting a Role Permission to Manage Custom Segments
By default, only administrators have permission to view custom segment definitions, create segments, edit segments, and delete them. However, you can assign this permission to other roles. You grant this access by using a permission called Custom Segments, which is available on the Permissions > Setup subtab of the role record.
For details, see the following sections:
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.
Level |
Users can: |
Users cannot: |
---|---|---|
View |
|
|
Create |
|
|
Edit |
|
|
Full |
|
|
As shown in the preceding table, even if a role does not 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 do not 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.
Assigning the Custom Segments Permission
Use the following procedure to assign the Custom Segments permission to a role.
To assign the Custom Segments permission:
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Go to Setup > Users/Roles > Manage Roles.
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Locate the role you want to modify, and click Edit or Customize.
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On the Permissions subtab, click Setup.
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Do one of the following:
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To grant the role access, add a line to the sublist: In the Permission column, set the list to Custom Segments. In the Level column, select the appropriate access level. Then click Add.
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To remove a role’s existing access, locate the Custom Segments permission in the sublist. Click it to enable a series of buttons. Then click Remove.
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To modify the role’s existing access, locate the Custom Segments permission in the sublist. Edit the corresponding value in the Level column. Then click OK.
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Click Save.