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Available Permissions for Users and Roles

In order to review or edit permissions for an existing role 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. Click into a role to view and edit the Preferences and Permissions for each user with that role.
    1. The Preferences section allows you to edit what a user sees in the left side navigation bar, and is organized by section. Select desired items to allow users to see sections and features with that section; deselect items you do not want users to have access to within the navigation bar.
    2. The Permissions section allows you to edit what the user can access. Each permission is categorized by type and includes a name and description. Select items you want users within the role to have access to; deselect items you do not want users within the role to have access to.
    3. The Info section allows you to edit the role name as well as the description.
    4. The Active Users section lists all the names of users assigned to the role you are viewing.
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