HiThrive's segments are a way to build hierarchies and departments within HiThrive to match the design of your organization. Creating segments increases reporting meaningfulness and granularity, and also gives segment managers access to personalized self-service reporting for their team of users (subordinates).
To create segments and add a manager(s) simply follow these steps below.
Step 1: Navigate to the User Segments tab in the HiThrive Admin portal
Step 2: Click the + button
Step 3: Input a segment name (NYC Office, Leadership, Marketing, etc.)
Step 4: Select a segment sync method. This tells HiThrive how you want to designate who is a member of the segment. You can either sync via Slack profile fields (ex. "location = NYC" on a Slack profile would automatically add them to the NYC Office segment) or choose your segment users manually. Both methods are great, however, using Slack syncing allows HiThrive to add new Slack users to the appropriate segment automatically, making administering HiThrive a bit easier as time goes on.
If syncing via profile fields is selected, you will then need to set your conditions for syncing. HiThrive will automatically populate the available selections including the profile fields available to choose from and the available selections. Going forward, any user who meets this criteria will be automatically added to the segment. Keep in mind, you can always create or update profile fields in Slack to use this method.
If choose members manually is selected, you will simply select which users should be added to the segment after clicking create segment.
Step 5: Add users to your segment (if using the choose members manually option)
Step 6: Select managers for your segment. Depending on your web browser, you may need to save and refresh the page before Manager selections are available. Remember, each manager must first be a user within the segment or else they will not be available to be selected for manager.
Step 7: Make budget adjustments, if applicable. This allows you to increase or decrease the point allowances for users / managers for different segments. For example, you may want to create a leadership segment that has access to more points than standard users.
Step 7: Click Save