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Managing Segments
Creating a new Segment
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Midaz
Midaz Core
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Introduction
Overview
Midaz Console onboarding
Midaz Console with Access Manager
Managing Organizations
Overview
Creating an Organization
Editing an Organization
Deleting an Organization
Managing Ledgers
Overview
Creating a new Ledger
Editing a Ledger
Deleting a Ledger
Managing Assets
Overview
Creating the first Asset
Creating a new Asset
Editing Asset information
Deleting an Asset
Managing Accounts
Overview
Creating an Account
Editing Account information
Deleting an Account
Managing Segments
Overview
Creating the first Segment
Creating a new Segment
Editing Segment information
Deleting a Segment
Adding a Segment to an Account
Managing Portfolios
Overview
Creating the first Portfolio
Creating a new Portfolio
Editing Portfolio information
Deleting a Portfolio
Adding a Porfolio to an Account
Managing Transactions
Overview
Creating the first Transaction
Creating a new Transaction
Checking Transaction details
Managing Segments
Creating a new Segment
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If you want to create a new Segment, follow these steps:
1
From the
Segments
page, click the
New Segment
button (
Figure 1
).
2
The
New Segment
form will open on the right side of the screen.
3
Specify the
Segment Name
in the
Segment Details
tab.
4
(Optional). Select the
Metadata
tab to add any metadata that you want to use.
5
Once the information is filled in, click the
Save
button.
6
The Segment will appear in the list of available Segments for your Ledger.
Creating the first Segment
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Editing Segment information
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