> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lerian.studio/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating a Segment

> Create a new Segment in the Console to classify Accounts by shared characteristics, business rules, or reporting needs across your Ledger.

A Segment classifies Accounts by shared characteristics or business rules.

## Before you start

***

You need an existing Organization and Ledger. Create a Segment when a group of Accounts needs a shared classification for reporting, filtering, or fee rules.

## Create the Segment

***

To create a Segment, follow these steps:

<Steps>
  <Step>
    From the **Segments** page, click the **New Segment** button.
  </Step>

  <Step>
    The **New Segment** form opens on the right side of the screen.
  </Step>

  <Step>
    In the **Segment Details** tab, enter the **Segment Name**.
  </Step>

  <Step>
    (Optional) Select the **Metadata** tab to add metadata.
  </Step>

  <Step>
    When the details are complete, click the **Save** button.
  </Step>

  <Step>
    The Segment appears in the list of Segments for your Ledger.
  </Step>
</Steps>

## Field guide

***

| Field          | What to enter                                                               | Example            |
| -------------- | --------------------------------------------------------------------------- | ------------------ |
| Segment Name   | Required name for a group of Accounts with shared characteristics or rules. | `Retail Customers` |
| Metadata Key   | Optional classification or integration field name.                          | `region`           |
| Metadata Value | Value for the metadata key.                                                 | `BR-SP`            |

<Tip>
  The Metadata fields have no predefined keys or values. Use consistent key names across your Organization, such as `region`, `businessLine`, or `channel`. Consistent keys keep Segments useful for filtering and reporting.
</Tip>

## What to do next

***

After you create the Segment, link it to Accounts from [Adding Segment to Account](/en/midaz/console/adding-segment-to-account). You can also create Accounts that belong to it in [Creating an Account](/en/midaz/console/creating-an-account).

<Card title="API equivalent" type="tip" horizontal>
  [Create a Segment endpoint](/en/reference/midaz/create-a-segment)
</Card>