Assigning System User Personas

Mohammed Jamal Updated by Mohammed Jamal

This article will show you how to assign Personas to a System User.

​Personas can be assigned to a System User in the following way:

  1. Open the System User record.
  2. Select Menu > Related Items > System User Personas. The 'System User Personas' page is displayed.
  3. Select the Create new record button on the toolbar. The 'System User Persona: New' page is displayed with the System User field pre-populated for the selected User.

  1. Select the Persona using the drop-down or use the Lookup Persona magnifying glass button.
  2. Select the Save and Close button on the toolbar. The 'System User Personas' page is displayed.

The Persona that you have added against the System User will be displayed.

Repeat the process above to add additional Personas against the System User.

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