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Persona Editor

The Persona Editor is where you define personas — the set of role(s) a user carries at runtime. A persona is created from the left panel with + Add New → New Persona. In the list view, ADD NEW opens the persona detail page.

What Is a Persona?​

  • A persona tells the system "which hat" a user wears at runtime.
  • It can carry one or more roles; at login, the privileges of every role in the persona become effective for the user.
  • Each user record stores a personaRefId that links the user to a persona.

What Is It For?​

  • To answer "which role(s) does this user have at runtime?"
  • To bind roles to users through a persona instead of directly, which simplifies administration — change the persona's roles once instead of editing every user.

Editor Layout​

The persona detail page is organized into the sections below.

Persona Editor — persona detail

FieldDescription
Persona NameThe unique name of the persona (e.g. MakerUser).
DashboardAn optional list of dashboards this persona should see.
RolesThe role(s) this persona carries. Use ADD NEW and pick from the Select dropdown (populated from the saved roles). Add several rows to carry multiple roles.
info

The persona references the role; the role does not know the persona, so the same role can be reused across many personas.