In Orbita, every user is assigned and identified by a predefined role, known as a persona. As an admin, you can customize the page permissions for each persona and control what the users belonging to each persona can access.

Persona

In Orbita, personas are the roles you define to the users. For example, Admin, patient, caregiver. You can use one of the default personas or a custom persona while creating a user.

To view the personas available,

1. Click on your profile name.

2. Select Personas from the dropdown.

Open

The below are the default Personas in Orbita.

• Administrator

• Clinician

• Caregiver

• Advocate

• Users

• Patients

Custom personas

An admin user can create custom personas. To create a custom persona,

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

   Open

   

2. Give a name and description of the persona.

3. Create a Schema with all the necessary fields. for more information, see 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.

   { "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

You can assign a user to only one persona. You can customize each persona for the appropriate site access. Users will not be able to see or access navigation menu items or pages they do not have access to.

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

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

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

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

Here is a table that explains which department gives access to what.

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 Engage FAQ Hub.

User accounts

Creating a new user

1. The user creation begins with choosing a persona. Click on the hamburger menu at the bottom right corner.

2. Choose a persona from the list.

3. The user creation page with the fields will open.

4. Fill the details and click save.

Edit Users

1. Select the user from the user listing page.

2. In the user view page, you can see two tabs:

   1. Info

   2. Set Password

3. Click on the edit icon to edit the user information.

4. To set a password, click on the Set Password tab and give the new password and confirm it and click save.

Removing Users

To remove a user;

1. Click on the vertical ellipses icon against the user you want to delete and click on delete.

2. Click OK in the confirmation window.

Locked user

Orbita allows three failed login attempts. After three failed login attempts the user will be locked for 20 minutes and the below message will be displayed.

Activate a locked user

An admin user can unlock/activate a locked user.

1. Click on the vertical ellipses button against the locked user.

2. Click on activate.

3. Select OK to confirm activation in the popup window.

Video Content

https://cdn.orbita.cloud/assets/orbita/experiencedesigner/addusers.mp4

Useful Links

http://orbita.ai

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