> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/sales-insights/set-up-and-manage-sales-insights/manage-customer-segmentation.md).

# Manage customer segmentation

Learn about the administrator tasks for giving users access to Sales Insights, setting up customer segmentation, and managing configuration changes.

{% hint style="info" %}
User permissions: Administration
{% endhint %}

Use this page to manage access and setup for Sales Insights: Customer segmentation.

### Give users access to Sales Insights

1. Assign the Sales Insights license to users.
   * For one user, use the [user account page](/administration/users/add-update-user.md).
   * For multiple users, use the [bulk update tool](/administration/users/add-update-user/user-permissions.md) or [License view](/administration/users.md#users-licenceview) on the **Users** page.
2. Give users access to the required database. See [Manage a user's database access and restrictions](/administration/users/manage-a-users-database-access-and-restrictions.md).

### Set up customer segmentation

1. [Set up a database](/sales-insights/set-up-and-manage-sales-insights/set-up-a-database.md) to configure an unconfigured database for customer segmentation.
2. [Set up the customer profile feature](/sales-insights/set-up-and-manage-sales-insights/set-up-the-customer-profile-feature.md) to map the data used to generate customer profiles and opportunities.

### Next step

After setup, open the [Customer segmentation page](/sales-insights/explore-customer-insights/use-customer-segmentation.md) to review the results and understand how the page works.

(Optional) [Edit customer segmentation](/sales-insights/set-up-and-manage-sales-insights/edit-customer-segmentation.md) to update the configuration, remove customers, or create threshold sets.


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