Apty User Segmentation for User Role Based Security Groups: Workday Use Case

TABLE OF CONTENTS

• Introduction
• Purpose and audience
• Use Case: Workday
  • Problem Statement
  • Performing User Segmentation 
    • Step 1: Fetching the user security group data 
    • Step 2: Write Custom JS on Apty Admin
    • Step 3: Save changes and publish
    • Step 4: Add segment
    • Step 5: Add knowledge items
• Apty user segmentation and data Security 

Introduction

User segmentation is the act of grouping users based on their characteristics, roles, departments, division, etc. Segmentation is one of the most important features provided by Apty. Here are a few reasons why, 

• You can target different user experiences at different user segments.
• Segments are reusable so you don't have to write conditions manually every time you want to use them.  
• Segmentation helps admins analyze and keep track of user engagements per segment. So, you can plan and build effective knowledge content for your users. 

Purpose and audience

This article will provide information to help perform user segmentation when admins need to make API calls to fetch user roles from the hosted application. It will also address concerns related to data security while performing user segmentation.   

Use Case: Workday

Problem Statement

In this demonstration, users have different role-based security groups assigned to them, and the UI of the Workday application changes accordingly. The information related to the user security groups can be found by searching "My Role Based Security Group" on the search bar. It is not consistently present on the DOM of the Workday application. Let us see how to perform segmentation in this use case.  

The above search result shows the following page with role-based security groups. 

In this use case, the user is assigned to two security groups - HR Partner (Supervisory) and Manager. 

Performing User Segmentation 

Step 1: Fetching the user security group data 

Apty will make API calls to fetch the user security group data from the above screen of the application. The data will be stored in the local storage of the application. 

Step 2: Write Custom JS on Apty Admin

Add Custom JS to fetch the data from the local storage of the application and return the data in the form of an object. The script will be provided by the Customer Success team.

Step 3: Save changes and publish

Save and publish the script in all your running environments.

Step 4: Add segment

Go to Segmentation and add segments based on local storage data. 

Step 5: Add knowledge items

Adding knowledge items to User Segmentation

In order to add toolset items (such as workflows, announcements, validations, tooltips, launchers, knowledge center, etc.) go to the following path. 

Learn more about managing User Segmentation

Apty user segmentation and data Security

Apty takes data security very seriously. Apty does not store user data on its server while performing User Segmentation. The user data is stored in the local storage of the hosted application.