Add restricted segmentations
To add a restricted segmentation based on a specific role, follow these steps:
- Click , the following window appears:
- Select the account type then role name, each from its field,
- Select the segmentation you want to restrict for the selected role,
- Click the slider button next to Not viewable if you want to prevent the role users from viewing the retail window, the Not editable slider is automatically selected,
- Click the slider button next to Not editable if you want to prevent the role users from editing the retail window,
- Click Save, the restriction is added to the list.