Personas

Personas

A persona is a collection of menus personalized to a workflow. The workflow is typically defined by a department or areas of responsibility. A persona represents the role of an individual who works with Personify.

The Persona button shows the currently selected persona of the logged-in user. The available personas will differ depending on the user that is currently logged in. When users initially open the application, the selected persona is the default persona associated with the logged-in user ID.

It is important to remember that the persona users select while logged-in can alter various aspects of the user experience such as the menu options available in the Ribbon Bar, application permissions, and even the home page.

If users want to change which persona currently being experienced in Personify, click the persona text to open the Switch Persona window.  Only personas the user has access to will display in the Switch Persona list.

 

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