Each segment that has been applied to a record becomes a field on that record. Therefore, you can use the Permissions subtab to manage permissions for each segment in its capacity as a field on another record.
At a high level, you can permit a role to do any of the following:
- View and use a segment when it appears on a record – For each segment, you can explicitly permit or deny a role from being able to set a value for the segment. You can also make the segment hidden or read-only for a particular role. You manage these types of privileges by using the segment’s DEFAULT RECORD ACCESS LEVEL field.
- View and refer to the segment when using searches and reports – For each segment, you can explicitly permit or deny a role from being able to use the segment as a search field or column. You can also permit or deny a role from being able to use segments when customizing reports. You manage these types of privileges by using the segment’s DEFAULT SEARCH/REPORTING ACCESS LEVEL field.