Team
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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...
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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...