DocumentationAnalyticsComponents Guide

Share segments

Last update: June 23, 2025
  • Topics:
  • Segmentation

CREATED FOR:

  • User
  • Admin

Depending on your permissions, you can share segments with your whole organization, groups, or individual users.

AdministratorCan share segments with All, with Groups, and with Users. Groups are set up as permission groups in the Admin console.
Non-AdministratorCan share segments only with individual users.

When should you share segments with the entire company versus just a group of users or individuals? Here are some best practices you might follow:

  • As an Admin, share a segment with All if it’s of use to the entire company and everyone is comfortable using it. In this case, you should also consider making it an approved segment.

  • As an Admin, share a segment with a specific Group if the segment provides good business value for that team. Do not officially approve this type of segment.

  • As an Admin or an individual user, share a segment with other individuals to vet and validate a segment. If it doesn’t prove useful, it can be discarded. Do not officially approve this type of segment.

  1. In the Segment manager, select SelectBox the checkbox next to the segment you want to share.

  2. Select Share Share.

  3. In the Share Segments dialog:

    Share segments

    If you are an Admin, you can select All or choose from Groups and Users in your organization. As a non-Admin, you can see only individual users. Use the Search field to search for groups or users. 1.

    1. (optionally) use Search to Search individuals or groups for and limit the list of groups or individuals you want to share the segment with.

    2. Select Save to share the segments. Select Cancel to cancel.

    The Shared icon appears next to the segment:

  4. You can filter on segments shared with you by going to Filters > Other Filters > Shared with Me.

Best practices

Below are some best practices when you should share segments and with whom you should share segments.

  • As an administrator, only share a segment with All if you are convinced anyone in your organization is comfortable using the segments. You can also consider favoring these segments. See Mark a segment as favorite for more information.

  • As an administrator, share a segment with a specific group if that segment provides business value for the users part of that group.

  • As an administrator or an individual user, share a segment with one or more individuals to validate a segment. If the segments do not prove to be useful, you can delete the segment.

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