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How do I link a resource to a segment?

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Written by Daria Nasedkina

Overview

By default, a resource is available to all learners to view and download. Linking it to a segment restricts it — only learners in those segments can see and download it. This is useful when a document only applies to certain teams, locations, or roles.

One resource can be linked to multiple segments. Linked resources appear under the Documents & policies tab on the learner's dashboard.

Step-by-step instructions

  1. Click the Settings tab in the side menu, or the ⚙ Settings icon in the top-right corner.

  2. Find the Elsewhere section and click Organisational segments.

  3. Choose the segment from the list and click its title.

  4. Scroll down to the Linked Documents & policies card.

  5. Click the Link resource button on the right of the card.

  6. Type part of the resource's name into the search box, then select one or more resources from the list.

  7. Click Link resources.

Interactive walkthrough

FAQ

Who can see a resource linked to a segment?

Only users in that segment. Users outside it won't see the resource. A resource that isn't linked to any segment is available to all learners.

Can I link one resource to several segments?

Yes. A resource can be linked to more than one segment — you can select multiple segments, or repeat the steps for each.

Where do users see a linked resource?

Under the Documents & policies area on their dashboard.

How do I remove a resource from a segment?

See How do I unlink a resource from a segment?

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