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Peakon
Last Updated: 2024-06-28
Create a Specialist Segment Access Control Group

Create a Specialist Segment Access Control Group

Administrator
 access.
If you don't see the
Specialists - segment access
 option in step 5, have an NSCA submit a Customer Care case in Community and request to enable the following feature:
Access by Segment
.
You can enable access for selected users to specific question sets and/or drivers within specified segments that have direct relevance to their roles.
Example: Your D&I manager for France needs access to specific drivers from the D&I and Engagement question sets for France in 1 context, while retaining access to their team in another context.
  1. Go to
    Administration
    Access Control
    .
  2. Select the
    Specialist access
     tab.
  3. Click
    Add specialist group
  4. Add a group name.
  5. In the
    Access
     section, select
    Specialists - Segment Access
    .
  6. Select your access settings and question set and driver combinations in the
    Question sets
     area.
  7. Select the permissions that users in this group should have in the
    Settings
     area.
  8. Click
    Create group
    .
  9. Select the
    Group members
     tab on the access control group you created.
  10. Click
    Add people
     to select from the dropdown list of employees or by using the search bar.
  11. Select the employee that you need to add, then click
    Add
    .
  12. Click the plus icon next to the employee's name to open the segment selector.
  13. Select
    Add segment
     on your selected segment.
    You can select as many segments per user as you require. When users are already assigned segments, you can click a segment to manage the segments or add new segments.
    Users can only select restricted segments when they have permission to view restricted attributes.
  14. Click
    Close
    .
  15. (Optional) Notify the employees.
Users can use their dashboard context to select the contexts they have access to, including new segments through access by segment groups.