Concept: Segment Managers

Overview

A segment manager is a leader that manages an already-existing segment that isn’t their own reporting line. A segment manager can also manage segments in addition to their own reporting lines.

Example: a Human Resources partner needs access to a country segment, alongside their own Direct Reports team. If the Human Resources partner manages multiple views, their dashboard only displays results for the context they are in currently.

Supported Attribute Types

Option

Employee

Combination

Considerations

After you assign an existing segment to a manager:

The manager is automatically part of the

Managers

access control group and can use the group's enabled permissions. There's an exception if you assign segment access through a specialist access group, in which case they're only part of the specialist group.

The manager can access the entire segment, within the constraints of the permissions of their access control group(s). Example: If the group provides access to comments, the manager can immediately see all historical comments of their newly assigned segment.

If the assigned segment is a parent segment of a hierarchy, the manager also inherits managing rights of the child segments in the hierarchy. Example: If you have a hierarchy between Region and Country, a Region segment manager also fully manages the Country segments in the hierarchy.

The manager's name displays next to the segments you assigned them to in the

Attributes

configuration area in

Administration

.

The managed segment displays in the

Managing

tab on the employee record of the manager. There's an exception if you assign segment access through a specialist access group, in which case the managed segment displays next to the manager in the specialist access control group.

The manager have full view of the segment, including comments, segment comparison and ability to generate Powerpoint reports. If the intended outcome is to share a shortened version of the dashboard excluding this information, consider removing the segment manager access and Share Your Dashboard instead.

Administrators and users with access to the

Administration

Attributes

section can view the list of segment managers under the

Managers

column, by viewing one attribute at a time.

Configuration

Method	Description
Add segments in the Managing tab on the employee record of the manager.	Prerequisites: View employees , Update employees , Administer employees , and Segment management access permissions in the Employees section of Access Control. This method enables you to add segment access individually. Local administrators with access to manage employee records can assign segment access this way. See Assign Segment Managing Access Manually.
Add managers to segments in the Attributes configuration area in Administration .	Prerequisites: View employees , Update employees , and Administer employees in the Employees section of Access Control. Manage segments and Manage attributes settings in the Administer section of Access Control. This method enables you to grant access for multiple managers to segments on the same attribute, by clicking the plus icon next to each segment. Only administrators can provide access this way.
Import managers to segments in the Attributes configuration area in Administration .	Prerequisites: View employees , Update employees , Administer employees , and Segment management access permissions in the Employees section of Access Control. This method enables you to granting access for multiple managers to segments on the same attribute in bulk. Only administrators can provide access this way. See Concept: Segment Manager Import.
Add segments to Specialist Access group managers in Access Control .	Prerequisites: Administrator access. This method enables you to grant specialist access to managers in the same specialist access control group. Example: Your French facilities director needs access to the Environment question scores for the France segment. See Concept: Specialist Access Control Groups.