How to Manage Segment Managers, Attribute Hierarchy, and Attribute Visibility in Teamspective

Quick Summary

Teamspective now allows workspace admins to delegate engagement data access using Segment Managers, define visibility based on organizational structure using Attribute Hierarchy, and control data exposure with Attribute Visibility Settings. These features help organizations safely share engagement insights with relevant leaders while maintaining strict data visibility rules.

Table of Contents

1. What this feature does

2. Prerequisites

3. Step-by-step guide

4. Troubleshooting

5. FAQs

6. Pro tips

7. Related resources

1. What this feature does

Segment Managers, Attribute Hierarchy, and Attribute Visibility Settings allow organizations to scale access to engagement insights without granting full administrative rights.

With these features, workspace admins can:

• Delegate engagement data access to non-admin leaders such as department heads or location managers.

• Define how people attributes reflect the company structure, such as Company → Division → Department → Team.

• Control who can see engagement results, comment data, and segment membership lists.

Segment Managers can view engagement results and survey comments for the segments they manage. If an attribute hierarchy is configured, they can also see all segments below their segment in the hierarchy.

These capabilities make it easier for leaders to access insights relevant to their teams while maintaining strong privacy and governance controls.

2. Prerequisites

Before using these features, ensure:

• You have Workspace Admin permissions.

• Your workspace has people attributes configured (e.g., Department, Office, Team).

• Users are correctly assigned attribute values through HRIS sync or manual CSV import.

Accurate user attribute data improves hierarchy accuracy and reduces inconsistencies.

3. Step-by-step guide

Assign Segment Managers

1. Go to Workspace Settings → Attributes.

2. Expand the attribute containing the segment (for example Department).

3. Click the crown icon next to a segment value (for example Engineering).

4. In the modal window, search for and add workspace members as managers.

5. Save the changes.

Notes:

• Segment managers for All Reports and Direct Reports are automatically synced from your HRIS based on manager relationships.

• Any manually assigned segment managers are always preserved and will not be removed during HRIS sync.

Set up the Attribute Hierarchy

The hierarchy defines how attributes relate to each other across organizational levels.

1. Go to Workspace Settings → Attribute Hierarchy.

2. Drag attributes from the available list into the hierarchy levels (Level 1, Level 2, etc.).

3. Review the preview panel, which shows:

   • A tree visualization of segments and user counts

   • A consistency percentage

   • A report showing segments and users with mismatched paths

4. Click Save to apply the hierarchy.

How hierarchy derivation works:

• The system analyzes actual user data and connects segments based on majority relationships.

• For example, if most users in Backend belong to Engineering, Backend will be placed under Engineering.

• When some users follow a different path, the system flags those cases as inconsistencies.

Configure Attribute Visibility Settings

Each attribute includes three independent visibility controls. These are configured from Workspace Settings → Attributes.

Membership visibility

Controls whether users can see which members belong to a segment.

Options:

• Hidden — No one can view member lists

• Visible — All workspace members can view member lists

Note: Engagement-type attributes always have membership locked to Hidden.

Engagement results visibility

Controls who can see engagement results broken down by this attribute.

Options:

• Hidden — No one can view results (including admins)

• Segment managers only — Segment managers see results for their managed segments and segments below them

• Members and segment managers — Members see their own segments; managers see managed segments

• Everyone — All workspace members can see all segments

Workspace engagement admins always see results except when set to Hidden.

Pivoting available to

Controls who can use the attribute when filtering or pivoting engagement data in heatmaps and comparisons.

Options:

• No one — Pivoting disabled

• Admins only — Only engagement admins can pivot

• Admins and segment managers — Engagement admins and segment managers (when filtering by segments they manage)

4. Troubleshooting

5. FAQs

Q: Do segment managers get admin permissions?

A: No. Segment managers can only view engagement results and survey comments for the segments they manage. They cannot access workspace settings, manage users, or configure surveys.

Q: Can segment managers see engagement survey comments?

A: Yes. Segment managers can read engagement survey comments from respondents in their managed segments. Comments remain anonymous and never reveal the author identity.

Q: What happens when the HRIS sync runs?

A: The attribute hierarchy is automatically recalculated based on current user memberships. If employees move between teams or departments, the hierarchy will update during the next sync.

6. Pro tips

• Use Segment Managers to safely share engagement insights with department or location leaders without giving full admin access.

• Review the hierarchy consistency percentage after major organizational changes to ensure the structure still reflects your organization.

• Use Hidden visibility for attributes that should never appear in engagement reporting.

• Clean and consistent HRIS data improves hierarchy accuracy and reduces flagged inconsistencies.

Need more help?

Contact support@teamspective.com