Create Segments (Version 4.x and above)

Segments can be created from the Admin Console and Items can be assigned to segments based on the requirement. 

Before creating a Segment:

1.  Log in to the Apty Admin Portal.

2.  Select the application you are attempting to create user Segments for. For example, in a certain application you expect a certain user group to have access to a specific group of training materials, but not the others.

3.  At the top of the application menu go to Manage Current Application (Gear icon) > Segmentation

To create a Segment:

1. Within the Segmentation tab, at the top right corner of the screen click New Segment. The Segment Rules window opens.
   
2. Provide a descriptive Segment name.
   
3. Define the segmentation conditions using the available segment rules:
   

   Serial No.	Segment rule	Description	Operators
   1	Custom	User-defined criteria for creating specific conditions.	equal, not equal, contains, is in list, is not in list, is boolean, is number
   2	Local Storage	Data stored in the browser's local storage.
   3	Session Storage	Data stored in the browser's session storage.
   4	Window Variable	Variables available in the browser's window object.
   5	Browser	Criteria based on the type, version, or characteristics of the user's web browser.
   6	OS	Criteria based on the user's operating system.
   7	Device	Criteria based on the type of device used (e.g., mobile, desktop, tablet).
   8	Timezone	Criteria based on the user's local timezone.
   9	User ID	A unique identifier assigned to the user.
   10	Country	A user's geographic location by country.

4. Toggle the Enable button to activated this Segment. To make this segment inactive, disable it by switching the toggle.
   
5. Once done with the settings, click Save at the bottom of the screen.

To add items to a Segment:

1.  Select the application you are attempting to create user Segments for. For example, in a certain application you expect a certain user group to have access to a specific group of training materials, but not the others.

2.  Go to Manage > User Segmentation.

3.  Select the segment to be managed and click the ellipsis icon (three vertical dots) to manage segment access. The Manage Access screen opens.

4.  Select a category of items you wish to include into the scope of access of the given User Segment (Workflows, Validations, Launchers, Tooltips, Announcements, Knowledge Content). Multiple content Categories may be added to a single Segment.

5.  Check the items of the selected category. Repeat the procedure for each category, if necessary.

6.  At the bottom of the window click Save.