Finding where a user segment is applied

Plan requirement

Subscription Suite Growth or higher, Knowledge Professional or higher
Access Admin

Before you change or delete a user segment, find out what depends on it. There is a list, and it is worth reading.

Look it up

  1. In Knowledge, click User permissions in the sidebar.
  2. Click the segment to open it.
  3. Click View articles that are only visible to this segment. The list of articles appears.

The other way round works too: in Manage articles, click Filters and filter on View permission. That is the view to use when you are starting from a section rather than from a segment.

You cannot change where a segment is applied from here, and the built-in segments cannot be edited at all. What you get is the picture, and you act on it article by article.

Why this comes first

View permissions live on the article, not on the section or the category. So a segment is not one setting on one shelf: editing its conditions changes who can see every article it is attached to, in one move, without a warning proportional to the effect.

Tightening a condition to fix one article can take a hundred others away from customers who had them yesterday.

Deleting one

Whatever used it needs a new setting. Work through the list first and decide what each item should become, rather than deleting and discovering the answer from a customer.

Reading the list tells you something else

A segment used on one article is doing the work of an article setting, and probably should be one. A segment on eighty articles is load-bearing and deserves care.

Segments that turn out to be used nowhere can go, and there are usually a few.

Verify after any change

Sign in as somebody in the segment and as somebody outside it, and check both a section and an article. Two minutes, and it is the only check that reflects what readers get.

See also

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