Manage a persona
Define persona and associate it with a landing page.
If a persona is associated with a resource, the corresponding landing page opens when the resource logs into the system. You can also modify and delete a persona. You must have appropriate permissions to view, create and modify personas. See Access control list.
To manage a persona, navigate to . The Personas page appears.
Create a persona
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On the Persona page, click
New.
The New persona dialog box is displayed.
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Configure the properties of the persona.
Category
A category for the new persona. (Default: User's working category)
Name
A name for the persona, such as Resource Manager. The name must be unique across all categories.
Description
Optional. A description of the persona.
Type
The target landing page relevant to the persona. Select either option:
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Form: Select a form as the Landing page and specify values for the parameters.
Initialization parameters are only displayed if created for the form.
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URL: Specify the URL to the Landing page and define the initialization variables.
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Enter a name for the initialization variable.
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In the Value field, provide a static value.
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Click Add.
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Add more initialization variables as needed.
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- Click Save.
Modify a persona
If you only have read-only permissions, you can only view the properties of a persona, but cannot change them.
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On the Persona list, click the persona to modify.
The Edit persona dialog box is displayed.
- Make changes as needed.
- Save the persona.
Delete a persona
In the Persona list, on the context menu of the persona to delete, click Delete.
On confirmation, the selected persona is deleted.
An unexpected behavior can occur if the persona is in use.