# Questions? We have answers. ## Summary **Segments** allow you to categorize financial data and MindBridge data into meaningful groups that align with your firm's methodologies, accelerating a more targeted and efficient analysis. Segments help your team to quickly identify trends, anomalies, and opportunities within specific areas of the business, and supports more granular and actionable reporting to help your organization make better informed decisions. Segments can be created within the library for your team to use in a repeatable and efficient manner across their engagements. - [View a segment](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments#h_01GYD6EGDX9DRFRQSDV0EPB1P6) - [Create a segment](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments#h_01GXXQGPD57EXJGN75A1SWFDCK) - [Edit a segment](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments#h_01GYD6F35GWG246GYDFWTN0358) - [Delete a segment](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments#h_01GYD6F7TWDA9KAW5EJXKKC9KJ) [Learn more about how segments are used within the MindBridge platform](https://support.mindbridge.ai/hc/en-us/articles/8080151982103) **Note:** Changes made to the _Segments_ section within a given library, including segments being created, updated, or deleted, will not appear in existing engagements using that library. To see your changes in action, you must [create a new engagement](https://support.mindbridge.ai/hc/en-us/articles/360055739694) (or [roll forward](https://support.mindbridge.ai/hc/en-us/articles/360061700433) or [duplicate](https://support.mindbridge.ai/hc/en-us/articles/360058013433-The-Data-page-Overview-GL-AP-AR#h_01HGBYMNWY0Y8AKDFQNHA2KWB0) an analysis into a new engagement). All segments in the library you select will be copied into the engagement _as they exist at that point in time_. **Note:** While the library is limited to _App Admins_, other roles can [create and manage segments via the _Risk segmentation_ dashboard](https://support.mindbridge.ai/hc/en-us/articles/7649968253975-Risk-segmentation-dashboard-Overview#01GAKE0NPERD02NQ3JV3TC7TD0), as well as add high-level segments to the library as needed so they can be used in future engagements. --- ## Go to segments in the library **Note:** Only _App Admins_ can view and manage these library settings. [Learn about user roles](https://support.mindbridge.ai/hc/en-us/articles/360056394954). 1. Select **Admin** ( ) near the bottom of the MindBridge [sidebar](https://support.mindbridge.ai/hc/en-us/articles/360056334994) on the left side of the screen. You will go to the _User Management_ tab in the _Admin settings by default_. 2. Go to the **Libraries** tab. You will see a list of libraries available in your tenant. 3. Open the **Actions** menu in line with the library you want to see. 4. Select **View Library**. You will go to the _Library details_ tab on the _Libraries_ page. 5. Select the **General ledger** tab. You will go to the _Analysis configuration_ section. 6. Select **Segments** from the menu on the left. You will go to the _Segments_ section. ### View a segment Select the **chevron** icon ( ) in line with a segment to reveal its details. You will see the data fields that the segment will use, their hierarchical structure, and the columns that will be displayed within the segment table on the _Risk segmentation_ dashboard. ### Find a segment Enter a full or partial search term into the **search bar**, then press **enter/return** on your keyboard or select the **magnifying glass** icon ( ). --- ## Create a segment You can create segments in the library as needed. 1. Select **Create segment** near the top right of the screen. A selection window appears, populated with default settings. If you want to start with a blank slate, select **Clear all** in the top-right corner of the window. 2. Enter a unique **Name** for the segment. 3. **Select data fields** to include in the segment via the checkboxes. When you select a data field to include, it will move appear at the bottom of the **Arrange data structure** section on the right. Deselect boxes to remove fields from the segment. 4. **Select columns** to that you want to see in the segment table via the checkboxes. Deselect boxes to remove columns from the segment. 5. **Arrange the data structure** with the **grab handles** ( ) or use the **arrows** ( / ) to move data fields up or down one row at a time. 6. If you want to see a visual indication* of risk within the segment table, toggle **Display cell visuals** to **Yes** — otherwise the table will display text-only data. 7. Select **Save**  The segment will be added to the library and you will go back to the _Segments_ section. Select **Cancel** any time to discard your changes and go back to the _Segments_ section. ### Example of _Risk segmentation_ table with cell visuals turned **on** ### Example of _Risk segmentation_ table with cell visuals turned **off** --- ## Edit a segment You can edit segments in the library as needed. 1. Select the **edit** icon ( ) in line with the segment you want to update. A selection window appears. 2. Adjust the segment as desired (refer to steps 2 through 6 in [create a segment](https://support.mindbridge.ai/hc/en-us/articles/13640494569111-Library-settings-Segments#h_01GXXQGPD57EXJGN75A1SWFDCK)). 3. When you are satisfied with your segment, **Save** it. The segment will be updated within the library and you will return to the _Segments_ section. --- ## Delete a segment You can delete segments in the library as needed. 1. Select the **delete** icon ( ) in line with the segment you want to delete. A confirmation window appears. 2. Select **Delete** to permanently delete the risk segment. The segment will be removed from the library and you will go back to the _Segments_ section.