Team
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...
-
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...