How to create a User Persona?

Pre-requisite:

1. Manage View the User Index permission is required
2. Manage Persona permission is required

Step 1:

Click on the Users navigation bar item, within the Administration section, as shown below.

Step 2:

Click on the new User Personas button located on the top right corner.

Step 3:

Click on the User Persona button to create a new persona.

Fill in the Name of the Persona.

 Sites then need to be added.

A Site or Client can be searched for, where highlighted in the screenshot. Then click Search button for the list to be refreshed.

There are tick boxes to specify if Clients only must be returned or All Sites in a Client.

Sites can be added individually by clicking on the plus sign, as shown below.

 Sites can be bulk added by clicking on the Select All button.

Once the Sites have been added, click on the Create User Persona button.

Once the Persona is added, it will be listed and number of sites can be noted and that no users are assigned yet.

To add Users, click on the Persona and then click on Edit Technicians.

Type name to start a search or click on the Select All button or click on the plus sign to add users.

 Once the Users are added, click on Update User Persona button.

Users will then be added to the persona.