Managing Segments

You can manage the Segments used to cluster your Accounts directly from the Midaz Console.

Products are always linked to a Ledger, so Segment management is accessible via the Ledgers page in the Console.


Accessing Segments Information


To access the Segments tab, follow these steps:

  1. Click the Ledgers icon () in the navigation bar on the left to open the Ledgers page.
  2. Locate the Ledger associated with the Product, then click the three dots () in the Actions column and select Edit.
  3. On the Ledger information page, navigate to the Segments tab (figure 1).
  4. The tab will display a list of all Products available for that Ledger.
Figure 1. The Products tab selected on the Ledger information page.

Figure 1. The Segments tab selected on the Ledger information page.


Actions Available

From the Segments tab, you can: