Managing User Personas

A User Persona helps you to apply office-level roles to multiple users in a consistent way. Once a persona is created, you can assign it to one or more users.

If you assign a persona to a user that already has roles assigned, the User Persona roles override the existing roles. For example, if a user has the Budget Setup role and you apply a User Persona role without a Budget Setup role associated with it, that user will no longer have the Budget Setup role.

NOTE NOTE You must have the User Administrator role at the Corporate level to create and then assign User Personas.

 

Proceed to the following topics for more information: