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To view the personas available,
Go to the Global menu. (vertical ellipses at the top right of the page)
Click on Personas.
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Click on your profile name.
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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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 schemaSchemas?
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.
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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the user will see the following screen in on his Experience Manager home page.
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Module | Description | Screenshot | |||
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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 With this permission will redirect the user to the Engage home page. | enabled, the user (clinician) can edit Carejourney, Population, Patients, and tasks created by another user (clinician) in Orbita Connect. | ||
Engage | With this permission, the user can access Engage. Any redirects to Engage will work. | ||||
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 EngageFAQ Hub.
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If a user is given access to only Engage, he will not be able to switch back to Experience Manager. |
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