Defining Personas

A persona is a collection of menus personalized to a workflow. The workflow is typically defined by a department or areas of responsibility. Personas are defined at the organization unit level. A persona represents the role of an individual who works with Personify360. Users can be assigned to one or more personas. The security rights for each individual assigned to the persona will control what menu items are visible and whether an individual can view, add, or delete records from each application.

Personify360 is delivered with a number of default personas and you can add, delete, and modify them to meet your requirements. Personas can be customized by your organization, which provide staff with direct access to the screens and workflows that they need. Every screen within Personify360 can be customized by persona, security group, and user. For more information, please see Base Personas.

You can create a new persona from the Persona Maintenance screen or using the Persona Wizard. Once the persona is set up, it can be assigned to security groups and a menu structure can be created for the persona. For more information, please see Defining Personify360 Menu Structures.

To define personas:

1.    From the Security Central screen, click Maintain Personas.

2.    Click Create New Persona.
The Persona Maintenance screen displays, as shown below.

This is the screen that appears on 7.3.1 and later. If you currently work on a version earlier than 7.3.1, you may see different fields at the top of the screen.

3.    Enter the Persona Code.

4.    Enter the Persona Description.

5.    Select the Organization ID and Organization Unit ID.

6.    If necessary, check the Is Active? checkbox.

7.    From the first drop-down next to “Home Page is a:”, select one of the following to determine the screen that displays when a user with this persona as default logs into the application:

a.    Personify Home Page
If selected, the second drop-down provides you with a list of quick-start Personify360 Home Pages as set up by your administrator during system setup.

b.    Dashboard
If selected, the second drop-down provides you with a list of available BusinessObjects dashboards the persona is associated with.

c.    Command or URL
If selected, the second entry field allows you to open the Command Builder and build a Personify360 command you want executing upon login OR type in a URL of a webpage you want opened upon login.

8.    Depending on your selection in the first drop-down, select or enter an entry into the second drop-down.
Options include a specific Home Page, Dashboard, Personify360 Command, or URL.

9.    Select whether or not to Suppress Tasks on Home page.

As of 7.3.1, you can no longer implement the CUSExpress screen from the Persona Maintenance (PSM004) screen. This functionality must be set up using the PSMScreenAlias screen as discussed in Assigning Screen Aliases to a Persona.

10.  In the Assigned Members section, double-click the user you want to add to the persona.
The red X changes to a green checkmark.

If you want to select or deselect all users, click the Select All or Unselect All links.

11.  Click Save.