Adding Permissions to Personas

To add Permissions to Personas, please follow the below instructions. Permissions for Personas are Permission Sets that can be associated with the Persona.

It is therefore recommended, that the Permissions are labelled in terms of the permission that is assigned rather than the role they are assigned to. E.g. Manage Contracts and NOT Contract Manager.

From the Persona detail page:

  • Press the 'New Persona Permission' button
  • Select the Permission Set from the drop down list and press the Save button.
Comments