To organize and manage segments across the team, you can control whether other team members can view or edit your segments. Set edit access for segments that are open to collaboration, or update to view-only access to prevent any accidental changes after a segment is final.
When creating a segment, you’ll see the option to set permissions for the entire team: no access, can view, or can edit. To share your segment with individual researchers only, use the dropdown to search and add someone by name, and specify that person’s access using the dropdown to the right.
If you create a segment in the “Shared” section of the side panel, access will default to “Can edit.” If you create a segment in the “Private” section, access will default to “No access.” You can update these permissions at any time. Note that selecting “No access” will make that segment private and move it under the Private section.
To adjust the permissions of a segment, click the kebab to the right of the segment and click “Update permissions.” You can edit these permissions at any time.
💡Note: These permissions apply to the specific segment, but not the participants in the segment themselves. For example, if you set “View only” access on a segment, other team members will only be able to view, but not edit, the segment. This doesn’t apply to permissions set on access to the participants themselves.
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