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To view the personas available,

1. Go to the Global menu. (vertical ellipses at the top right of the page)

2. Click on Personas.

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1. Click on your profile name.

2. Select Personas from the dropdown.

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The below are the default Personas in Orbita.

• Administrator

• Clinician

• Caregiver

• Advocate

• Users

• Patients

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

   

2. Give a name and description of the persona.

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

   

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.

   

Users

Anyone who uses the Orbita platform is considered a user.

User Permissions

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You can change the permissions of a persona by clicking on “Permission Settings” from the Global menu.

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

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Engage settings

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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 on 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	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	With this permission, the user can access Engage. Any redirects to Engage will work.	Image Added
Upload	This permission setting will let the user upload to the Experience Manager.
Insights	This permission will allow the user to access insights.

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/

For more information on Engage, please refer to Orbita FAQ Hub.

User accounts

Creating a new user

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