Discussions
Missing Segment from drop down when giving role to Segments
I am trying to give Sales Manager role access to custom Segment Region, but I don't see it from the drop down box.
I have done all the steps below, but it is not showing up.
Am I missing something?
Current set up is this:
Sales Manager - Employee record has custom segment Region NA
Sales Manager Role (this is a Sales Role) - Employee Restrictions: none - default to own and Permissions→Setup→Custom Segments (Level Full)
Custom Segment - Permissions - Role: Sales Manager (record access level Edit, Search/Reporting Access Level Edit)
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Create the Region Custom Segment