...
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.
...
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 | With this permission enabled, the user (clinician) can edit Carejourney, Population, Patients, and tasks created by another user (clinician) in Orbita Connect. | |
Engage | Giving this permission will redirect the user to the Engage home page. |
...