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  1. Go to the Personas listing page and click on the (plus) icon.

  2. Give a name and description of the persona.

  3. Create a Schema with all the necessary fields. for more information, see Creating How do I create a schema?

  4. 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"
            }
        ]
    }
  5. These fields will be rendered on the user page, which will be explained in the next section.

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Against each persona, you can check the checkboxes to grant access to the respective departments.

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When the user persona is not given access to any of the departments in the table above,

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the user will see the following screen in his Experience Manager home page.

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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.

Image Added

Data Management

This permission should be used along with Project Management.
The user will be granted access to Prototype, Data, and Insights modules

Image Added

Content Curation

This permission should be used along with Project Management.
The user will be granted access to the Prototype and Content modules.

Image Added

Settings

Gives access to almost all the settings on the Global menu namely Schemas, Personas, Providers, Email Templates, Organization, Permission settings, Register Application.

Image Added

Device Management

Gives access to Global menu > Devices.

Image Added

Survey Management

This permission should be used along with Project Management.
The user will be granted access to the Prototype and Survey modules.

Image Added

Voice Management

Gives access to Global menu > List Mapping.

When used along with Project Management.
The user will be granted access to the Prototype, Intents, lists, Answers, Flow Studio, Simple FAQ, and Taxonomy modules.

Image AddedImage Added

Project Management

This permission setting will give the user access to create, edit, delete, deploy the Experience Designer flows.

Image Added

Group Management

Engage

Giving this permission will redirect the user to the Engage home page.

Image Added

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/

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