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Managing Segments
Managing Segments
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Midaz
Midaz Core
Midaz Console
Plugins
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
On this page
Accessing the Segments page
Available actions
Managing Segments
Managing Segments
Copy page
You can manage the Segments used to cluster your Accounts directly from the Midaz Console.
Copy page
Accessing the Segments page
To open the
Segments
page, click the
Segments
icon on the left-hand navigation bar (
Figure 1
).
The
Segments
page will open, displaying either the empty page (
Figure 2
) or the list of Segments you have created.
Available actions
From the
Segments
page, you can:
Create the first Segment
Create a new Segment
Edit Segment information
Delete a Segment
Deleting an Account
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Creating the first Segment
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