Creating Persona Assignments

Updated 11 months ago by Iván Minaya

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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