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What are custom profile fields?

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What are organisational segments?

How do I create an organisational segment?

How do I edit or delete an organisational segment?

How do I see all users in one segment on the Users page?

Daria Nasedkina

Capture extra information about your users with custom profile fields and group them with organisational segments

How to Create Segments

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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