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Creating Roles through the Persona Dashboard

In order to create or edit existing roles through the Persona Dashboard, please first log in to the dashboard, here.

  1. Once on the dashboard, using the left hand side bar navigate down to the teams section and select Roles.
  2. Once in Roles, you’ll see the existing list of roles that are currently editable.
    1. If you’d like to create a new role, you can select create role in the upper right hand corner, and walk through the guided process. Please see this article for more information on available permissions.
    2. If you’d like to edit an existing role you can click in that role and select or deselect the desired permissions. Once you’ve configured the role as desired, press save in the upper right hand corner.
  3. If you’d like to deactivate a role entirely, you can click on the role you’re looking to deactivate and select deactivate in the upper right hand corner.
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