Configuring Default Segment
This guide gives you a step-by-step breakdown of how you can set a default segment so every time you land on the Accounts, Developers, or Buyers dashboard, you’ll instantly see the accounts/developers/buyers from that default segment.
User Permissions
‘User’ Role → Can set a default segment for themselves
‘Admin’ Role → Can set a default segment for themselves and also other users.
Setting your default segment
Users and Admins on Reo.Dev can set default segments for themselves. And there are 2 ways to do this:
While creating a segment: Here you can choose the ‘Set as default’ option to make this segment your default segment.
From the segments dashboard:
Click on the 3-dotted menu
Choose the ‘set default’ option to mark this particular segment as your default segment.
Default segments display a star icon for easy identification.
Setting a default segment for others
Only users with ‘Admin’ role can configure default segments for other users. Here’s how:
Create or select the segment you want to set as default
Click on the 3-dotted menu and select ‘share’ segment
Next, choose the users you want to share the segment with.
Note: You can only set a default segment for other users you’ve shared the segment with. You can also set a segment as the default segment for your entire team. To do this - Click on the share with team option and turn the set as default toggle on.
Turn on the ‘Set as Default’ toggle on for the selected users.
Note: It may take upto 45-60 mins for the default segment to reflect on the users dashboard. Users are notified via email when a default segment has been set for them.
Few things to note:
If a default segment is deleted, users will return to the system default.
You can have only one default segment for each account, developer and buyer segment.
If a user sets a default segment and an admin also sets another default segment for that user - the default segment set by the admin overrides the default set by the user.
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