Create 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 in to the system.
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On the Home page, click
.
You must have appropriate permissions to create personas. See
- Consume a Category where you want to include the persona (Default: User's working category).
- Enter a Name for the persona. The name must be unique across all categories.
- Enter a Description for the persona.
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Select either option for the
Type of landing page:
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Form: Consume a form in the Landing Page box. If the form has initialization parameters, they are displayed in the Initialization Variable list. Consume a variable or provide static values for the parameters.
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URL: Enter the URL in the Landing Page box and define the initialization variables:
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In the Variable Name box, enter the variable name.
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In the Value box, provide a static value.
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Click Add .
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Add more variables as needed.
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Click
Add
.
The persona is created.
Maintain personas
You can update or delete a persona.
- On the Home page, click .
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To update an existing persona:
- On the list of personas, click the persona to edit.
- Make changes as needed.
- Click Update .
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To delete a persona:
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Click the persona to delete and click
Delete
.
A warning appears to inform you that unexpected behavior can occur if the persona is in use.
- Click Yes to confirm deletion.
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Click the persona to delete and click
Delete
.