🗣️ We took role-based access control (RBAC) further. After building RBAC, we revisited the model to make access management more scalable — the result is segment-based access control. Instead of manually assigning roles, access is now granted automatically based on partner or contact attributes. Learn more
Use case
You may want to provide different levels of visibility to various individuals or partner organizations. With segment-based access control, you can manage access on a per-tab basis using segments defined by:
Partner properties — e.g.
tier = GoldPartner contact properties — e.g.
contact role = Engineer
Tab access
You can manage access per tab in the experience builder. By default, partner contacts can view all tabs that have no access restrictions applied.
To limit access:
In the experience builder, select the desired tab.
Click the three dots and choose "Manage access".
Assign the tab to one or more segments.
Only partners or partner contacts matching the segment criteria will be able to see the restricted tab.
Creating segments
Segments are evaluated dynamically — access updates automatically as partner or contact attributes change. You can create two types:
Partner-based — target entire organizations (e.g.
partner tier = Gold,partner region = EMEA)Partner contact-based — target specific individuals (e.g.
contact role = Engineer,contact language = French)
To verify segment membership, navigate to the Segments tab. If someone is missing access, check that their attributes match the segment criteria.