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.