...
Go to the Personas listing page and click on the icon.
Give a name and description of the persona.
Create a Schema with all the necessary fields. for more information, see Creating How do I create a schema?
For example, using the below code will generate a form in the user creation page with the fields such as username, password, first name, last name, and timezone.
Code Block { "fields": [ { "type": "String", "fieldType": "email", "options": [], "validation": [ { "required": true } ], "isDefault": true, "_id": "594f2f8bd457f592003eedef", "label": "Username", "key": "username" }, { "type": "String", "fieldType": "password", "options": [], "validation": [ { "required": true } ], "isDefault": true, "_id": "594f2f8bd457f592003eedee", "label": "Password", "key": "password" }, { "type": "String", "fieldType": "text", "options": [], "validation": [ { "required": true } ], "isDefault": true, "_id": "594f2f8bd457f592003eeded", "label": "First Name", "key": "firstName" }, { "type": "String", "fieldType": "text", "options": [], "validation": [ { "required": true } ], "isDefault": true, "_id": "594f2f8bd457f592003eedec", "label": "Last Name", "key": "lastName" }, { "type": "String", "fieldType": "text", "options": [], "validation": [], "isDefault": true, "_id": "5e00f632a1c0aa007794a17a", "key": "avatarSrc", "label": "Avatar" }, { "type": "String", "fieldType": "select", "options": [ { "key": "Pacific/Honolulu", "value": "Hawaii-Aleutian Standard Time" }, { "key": "America/Adak", "value": "Hawaii-Aleutian Daylight Time" }, { "key": "America/Anchorage", "value": "Alaska Daylight Time" }, { "key": "America/Los_Angeles", "value": "Pacific Daylight Time" }, { "key": "America/Phoenix", "value": "Mountain Standard Time" }, { "key": "America/Denver", "value": "Mountain Daylight Time" }, { "key": "America/Chicago", "value": "Central Daylight Time" }, { "key": "America/New_York", "value": "Eastern Daylight Time", "defaultOption": "Eastern Daylight Time", "default": true }, { "key": "Australia/Sydney", "value": "Australian Eastern Standard Time" } ], "validation": [ { "required": true } ], "isDefault": true, "_id": "5e00f632a1c0aa007794a179", "key": "timezone", "label": "timezone" } ] }
These fields will be rendered on the user page, which will be explained in the next section.
...
Against each persona, you can check the checkboxes to grant access to the respective departments.
...
When the user persona is not given access to any of the departments in the table above,
...
the user will see the following screen in his Experience Manager home page.
...
Here is a table that explains which department gives access to what.
Module | Description | Screenshot |
---|---|---|
User Management | Gives access to Global menu > User Management > User The user can create, edit, and delete users. | |
Data Management | This permission should be used along with Project Management. | |
Content Curation | This permission should be used along with Project Management. | |
Settings | Gives access to almost all the settings on the Global menu namely Schemas, Personas, Providers, Email Templates, Organization, Permission settings, Register Application. | |
Device Management | Gives access to Global menu > Devices. | |
Survey Management | This permission should be used along with Project Management. | |
Voice Management | Gives access to Global menu > List Mapping. When used along with Project Management. | |
Project Management | This permission setting will give the user access to create, edit, delete, deploy the Experience Designer flows. | |
Group Management | ||
Engage | Giving this permission will redirect the user to the Engage home page. |
Engage settings
The personas selected under the Engage column in the Permission settings will have access to Engage application.
An authorized user can access engage application using the suffix engage in the Orbita environment Url. For example, https://yourdomain.orbita.cloud:8443/engage/
...