App Management: Segments

What are segments?

Segments allow an organization to provide tailored experiences for different groups of employees within a single company-wide intranet. Employees can be segmented based on either Division, Company, or Country. Think of them as viewing the same information through different lenses.

Each segment can have individual settings for Branding, Home defaults and Home settings (e.g. the Carousel and Dashboard configurations), Featured sites, Audiences, and Subscriptions.

The example below shows a graph of four different divisions within one major company using Simpplr. They will each have their own segment set up by the App manager. As you can see, all the same sites are there for all segments. All that changes is which sites and content get displayed in each segment.

Divisional Architecture for McPherson (fictional energy company)
Segment_graph.png

 

Note:

Segments serve to provide a different look and feel into your version of Simpplr. The same sites and content will live across all segments. For example, a China-based branch may have a different home dashboard layout than users from the US, but all users will have the same access to content throughout the intranet. User permissions, site membership, etc., are NOT affected by segmentation.

 

Enable segments

In Manage application > Segments you can enable segments. You can select from the following attributes to create segments:

  • Company
  • Department
  • Division
  • City
  • State
  • Country
  • Custom people fields

The attributes you can use in segments are dependent on the Audience attributes you set. Click here for information on Audiences

You have the option for all segments to be branded individually or for the same branding to be used for every segment.

Note:

As of the Ida release, there is the option to have each Segment manager to control their own apps & links in the Apps Launcher as well.


segment_setup_1.gif

 

You are then taken to the Define segments page where you can construct your segments.

  • Profile Field values can be moved between segments
  • New segments can be added
  • Segments can be renamed
  • Segments can be deleted 

Note:

All Profile fields must be removed from the segment before it can be deleted.


mceclip1.png

 

During the initial setup of segments, you also have the option to choose whether the segments will inherit the current app settings for branding, home default, home and featured sites or take on the default out-of-the-box settings. This can only be set once and cannot be edited after segments are enabled.


mceclip2.png

 

After clicking Enable segments, a modal is displayed giving a summary of each segment. Confirm everything is correct before enabling the segments.

Note:

After enabling your segments, Simpplr will be temporarily unavailable while the segments are set up.

Assign Segment managers

Application managers have the option to control all Segments via the Manage application menu, or they can designate Segment managers to be in charge of their specific Segment.

As the App manager, to assign a new Segment manager:

  1. Go to Manage application > Segments and scroll down to the Segments you'd like to assign a manager for.
  2. Click Add segment managers. You can add as many as you'd like; they just need to be a part of the segment already. You cannot allow a non-segment member to be the Segment manager.
    Add_segment_managers.gif

Segment managers have the ability to manage the branding, home defaults, audiences and subscriptions of their own subscription. Application managers will still be able to control all segments, even if permission is given to Segment managers. 

You can see below we're now in a new segment we created, McPherson Energy, on Lilli Estrada's profile. The Application manager gave Lilli Segment manager permissions. Now she has a few extra options in the User profile > Manage menu.
McPherson_Energy_segment_permissions.gif

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