Private category for segments

Hey @Mark Green Consensus - if I’ve understood your use case properly, I think what you could do is bulk-apply a custom role within Segments and then determine access to the private category based on that custom role.  Do you think that would work for you?

I think it would - but I can’t see how to apply a custom role to segments. 

Best case would be we create a new segment based on email (i.e. if they register with a @salesforce.com account) then a custom role is applied.

This way whenever get a new customer we can add a segment rule, and they’ll get access to the ‘customer only’ category.

Hey @Mark Green Consensus - yes you could actually do that directly within the User Overview without even creating a Segment, as you can simply add a filter for the email address and then bulk-apply the custom role.  We do the same thing periodically ourselves to make sure that all of our employees (with an @gainsight.com email address) have our employee custom role assigned.

Thanks Kenneth. I think it’d have to be segments because we can’t go in manually and apply custom roles, we have 50k users so needs to be automated.