What Are Segments?
Segments allow you to group products, onboarding experiences, and files together and manage access at a higher level.
Instead of granting access to each item individually, you can:
Add items to a Segment
Add users to that Segment
Manage everything from one place
When you update a Segment, changes automatically apply to all users inside it.
Segments are ideal for:
Membership tiers
Coaching cohorts
Client groups
Internal teams
Bundled offers
How Segments Differ from Collections
Collections and Segments serve different purposes.
Collections
Organize content into a single structured table of contents
Present pages and products inside one unified experience
Ideal for a traditional “membership portal” layout
Segments
Control access across the entire workspace
Can include multiple Collections
Can include onboarding experiences
Can include files
Do not change how content is displayed — only who can access it
Use a Collection when you want a structured content experience.
Use a Segment when you want to manage audience access across multiple assets.
How to Create a Segment
Go to Settings
Select User Management
Click Segments
Click Create Segment
Enter a name
Click Create Segment or click the Add (+) button
Adding Products, Onboarding Experiences, and Files
After creating a Segment:
Open the Segment
Click into the Products tab
Select the products or collections to include
Click into the Onboarding Experiences tab to add onboarding
Click into the Files tab to include files
Any item added to the Segment will automatically be granted to users inside the Segment.
Adding Users to a Segment
Open the Segment
Go to the Users tab
Click Add Users
Select users
Important: Users immediately inherit access to all items in the Segment, and will correspondingly receive any access email notifications for any content they are gaining access to (provided the notifications are enabled).
How Access Inheritance Works
Access flows from the Segment down to the items.
Add a product to a Segment → All users in that Segment gain access
Remove a product → Access is removed from all users
Add a new user → They inherit all included items automatically
This eliminates manual access management.
You do not need to update users individually after the Segment is configured.
Using Segments for Memberships & Cohorts
Segments unlock flexible membership models.
Examples:
Tiered Membership
Bronze Segment
Silver Segment
Platinum Segment
Each Segment can include:
Different collections
Different onboarding
Exclusive files
Coaching Cohorts
Cohort January 2026
Cohort March 2026
Grant cohort-specific onboarding and resources.
Agency Clients
Client A Segment
Client B Segment
Keep client materials fully separated.
Controlling Post Visibility by Segment
When creating or editing a post:
Select Custom Access
Choose By Segment
Select the Segment(s)
Only users inside that Segment will see the post.
Where Segments Appear on the User Record
Segments are visible on the user’s profile inside the admin.
This allows you to:
See which audience group a user belongs to
Quickly manage access changes
Audit membership tiers
Best Practices
Use Collections to structure content
Use Segments to control access
Keep naming consistent (e.g., “Platinum Members” vs “Platinum Tier”)
Avoid duplicating access at both the Segment and product level