Creating Persona Assignments

To create Persona Assignments you will need to navigate to the Persona record for which you want to create an assignment to a user.

  • Click the "New User Persona Assignment" button.
  • Complete the required information. The status must be set to "Draft".
  • A release manager can set up approval processes as necessary. Once the status is set to "Approved" the assignment will be processed.

Note: The assignment is only processed on record update - not on record insertion.

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