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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 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.

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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. The user will be granted access to Prototype, Data, and Insights modules
Content Curation	This permission should be used along with Project Management. The user will be granted access to the Prototype and Content modules.
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. The user will be granted access to the Prototype and Survey modules.
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.
Project Management	This permission setting will give the user access to create, edit, delete, deploy the Experience Designer flows.
Group Management	With this permission enabled, the user (clinician) can edit Carejourney, Population, Patients, and tasks created by another user (clinician) in Orbita Connect.	Image Added
Engage	Giving this permission will redirect the user to the Engage home page.

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Versions Compared

Old Version 14

New Version 15

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