DocumentationAnalyticsComponents Guide

Approve segments

Last update: Thu May 25 2023 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User
  • Admin

Within the Segment manager you can set up a workflow that includes approving segments for various levels of application, for specific departments or groups, and consistent with reporting policies.

NOTE
Administrators can also approve segments (and other components) from the Data Dictionary, as described in Edit component entries in the Data Dictionary.
Any segments that are approved in the Data Dictionary are reflected in the Segment manager. Similarly, metrics that are approved in the Segment manager are reflected in the Data Dictionary.

Here is how to flag a segment as approved:

  1. In Segment Manager, check the checkbox to the left of the segment title.

  2. Click Approve in the segment management task bar.

  3. Consider sharing the approved segment/s with your organization.

  4. Click OK.

  5. Notice the approval icon next to the segment in the list.

  6. You can also unapprove an approved segment by clicking Unapprove.

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