"Employee Segments" allow you to group staff members by department, role, or location so meal allowance plans can be assigned to them efficiently. As your team grows or restructuring occurs, you can update segment details, adjust staff assignments, or move unused groups. For information on how to set up the Meal Allowance feature, refer to Set up staff meal allowance.

Update an employee segment name

To rename an existing segment, follow the steps below: 

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMSegments.
3. Next to the segment that you want to modify, click on Edit , or click on the segment name
   
   
4. Update the segment name. 
5. Click on Save to confirm.

Assign staff to an employee segment

To assign a new staff member or move an existing member to a different segment, follow the steps below: 

From the Segments setting

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMSegments.
3. Next to the segment where you want to assign a staff member, click on Edit , or click on the segment name.
   
   
4. Next to the staff member that you want to include in the segment, click on the checkbox to add them to the group.
   
   
5. Click on Save Segment to confirm.

From the Customer List page

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMCustomer List.
3. Click on the member’s name that you want to assign to a segment. The screen redirects to the member’s profile.
4. From the "Overview" tab, update the staff's assigned segment. 
   1. Assign a staff member to a segment.
      • For existing members: Next to "Segment," click on Delete to remove the staff from their current assigned segment. Click on Edit. Then, assign the staff to their respective employee segmen
        
        
      • For new members: Next to "Segment," click on Edit. Then, assign the staff to their respective employee segment.
        
        
   2. Click on Add. 
      
      
5. Click on Save to confirm.

Delete an employee segment

To permanently remove an employee segment, follow the steps below: 

1. Log in to the Merchant Portal. 
2. On the left panel, click on CRMSegments.
3. Next to the segment that you want to delete, click on Delete . A prompt appears to confirm if you want to delete the item.
   Note: You won't be able to delete a segment that's currently in use. 
   
   
4. Click on Confirm to proceed.