Manage Personas

Overview

In the Plan view, managing personas allows you to define and customize profiles that interact with your application. Personas represent groups of users, such as customers, administrators, or system roles, and help identify who has access to specific actions within your application.

Appian allows you to map existing design objects, such as groups, to personas, making it easier to reuse objects from other applications. This streamlines development, ensures consistent roles and permissions across applications, and accelerates the process as you build more applications and leverage reusable components.

Add, edit, and delete personas

Open the Personas tab to display the Personas workspace. In the Personas workspace, you can:

• Add a persona: Click + ADD PERSONA to create a new persona.
• Edit a persona: Click the pencil icon to modify an existing persona by adjusting the name to better align with the persona's role, modify the description, or associate existing groups with the persona.
• Delete a persona: Remove a persona by clicking the trash can icon next to the persona. Verify that removing the persona does not impact your requirements before deleting.

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