July, 2026 release

Manage Persona Dashboard

View available personas, explore associated permissions, and assign personas to users in .

Procedure

  1. In the navigation menu, select Administration > Manage Users > Manage Persona.
  2. Review the available personas on the Persona Management page.
    • Identity Administrator
    • System Administrator
    • Connect Administrator
    • Catalog Administrator
    • Workspace Administrator
    • Promotion Administrator
    • Pricing Administrator
    • Location Administrator
    • Inventory Administrator
    • Checkout Administrator
    • Channel Administrator
    • Cart Administrator
    Note: The list displays personas based on available PBCs. If you do not have a connector PBC, Connector Administrator does not appear.
  3. Select a persona card to open the dashboard.
    Note: Users can be assigned to a persona by selecting the Assign users button available on the persona card.
    The number of actions performed by each user appears next to the persona name.
    Tasks Actions
    Permissions Select the Permissions tab to view access capabilities (such as view, edit, or delete) and permissions assigned to the persona.
    Important: This information is read-only and cannot be updated.
    Assigned Users Select the Assigned Users tab to manage individuals with specific access and responsibilities.
    Note: From the Assigned Users tab, the following actions can be performed:
    • Manage all user: From this button you are redirected to the User management dashboard. See Manage Users for more information.
    • Assign users: From the Assign users button, assign users to persona by searching users with name or email id. After adding users a table is displayed.
      • Search assigned users by name or email.
      • From the Action menu select the Remove user icon to remove a user.
      • Select check boxes given with user names to remove multiple users.
    Search To locate a specific persona, enter the name or description in the Search field.