Manage a persona
Define persona and associate it with a landing page.
Create a persona
- Navigate to .
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Click
New.
The New persona dialog box is displayed.
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Configure the properties of 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 for the persona.
Type
The target landing page relevant to persona. Select either option:
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Form: Select a form and specify values for the parameters.
Note Initialization parameters are only displayed if created for the form. -
URL: Specify the URL to the target 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.
- Navigate to .
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On the list of personas, click the persona to modify.
The Edit persona dialog box is displayed.
- Make changes as needed.
- Save the persona.
Delete a persona
- Navigate to .
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On the context menu of the persona to delete, click
Delete.
On confirmation, the selected persona is deleted.
Note An unexpected behavior can occur if the persona is in use.