Team
Manage users, roles, and permissions.
Explanation
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Employee Roles and Permissions overview
The Employee Roles and Permissions features allow you to give granular access to individuals on the Persona dashboard based on their role...
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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. O...
How-to
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Editing an existing user’s role
In order to edit an existing user’s role through the Persona Dashboard, please first log in to the dashboard, here. Once on the dashboar...
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Adding a role to a specific user
In order to create or add a role to a specific user through the Persona Dashboard, please first log in to the dashboard, here. Once on t...
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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. Once on the dashboa...
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Managing users and user permissions
Adding Dashboard users You can add teammates to your Persona Dashboard with these simple steps. Use your login credentials (email addre...
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Logging in to the Persona Dashboard
Your Persona Dashboard is your central location for reviewing Inquiries, setting up automated decisioning rules, grabbing your API keys a...