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:

1. While creating a segment: Here you can choose the ‘Set as default’ option to make this segment your default segment.

1. From the segments dashboard:

   1. Click on the 3-dotted menu

   2. 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:

1. Create or select the segment you want to set as default

2. Click on the 3-dotted menu and select ‘share’ segment

1. Next, choose the users you want to share the segment with.

1. Turn on the ‘Set as Default’ toggle on for the selected users.