What are Organisational segments?
Organisational segments are a flexible way to organise your users into groups based on your organisation structure.
Some examples are:
- Users segmented into departments – sales segment, catering segment and an accounts segment.
- Users segmented into locations – Manchester segment, Birmingham segment and a London segment.
When you have users grouped into segments you can:
- Report/view on users in a specific segment.
- Make an administrator responsible for a specific segment.
- Use Smart Enrolments, see How to add/remove Smart Enrolments.
How it works
The segment is created using a custom profile field and a segment rule.
Using our department example above:
First, you create a custom profile field called Department.
Then enter the user’s department, either Sales, Catering or Accounts, into their Department profile field.
Lastly, create your Sales segment by giving it:
- a title - Sales
- a rule - All users where Department contains Sales.
The rule looks like this:
Segment [Title] includes all users WHERE [Profile field] EQUALS or CONTAINS [Value]
Using our Sales example above it looks like this:
Segment Sales includes all users WHERE Department CONTAINS Sales.
To create an Organisational segment, see How to create and edit organisational segments.
To delete an Organisational segment, see How to delete Organisational segments.
If you subscribe to the Documents & Policies Add-On, you can link your Documents & policies resources to segments. This means only learners with this segment can see the resource in their Documents & Policies list. To learn more see What is the Documents & policies Add-On?.