Assigning System User Personas

Mohammed Jamal Updated by Mohammed Jamal

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

  1. Within the System User record, select Menu > Related Items > System User Personas. The 'System User Personas' page is displayed:
  1. Select the Create new record button on the toolbar. The 'System User Persona: New' page is displayed:

The System User field will be populated for the selected User.

  1. Select the Persona using the drop-down or the Lookup Persona magnifying glass.
  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.

Was this article useful?

Creating a System User

Adding Security Profiles to a System User

Contact