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Providing persona-based access to a portal

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Updated on November 15, 2021

Create a personalized user experience by providing each user group with a specialized interface. By associating personas with portals, you can ensure that users see only the content that they need, which improves efficiency and makes navigation more convenient.

You can assign as many personas as you need to each portal.

  1. Open your portal:

    1. In the navigation pane of App Studio, click Channels.

    2. In the Current channel interfaces section, click the icon that represents the portal that you want to edit.

  2. On the Configuration tab, in the Personas section, assign a persona to the portal:

    ChoicesActions
    Existing personaClick Add, and then click the persona to which you want to give access to the portal.
    New persona
    1. Click AddCreate new.

    2. In the New persona window, provide a name, icon, and a description for the new persona.

    3. Click Submit.

  3. To assign more personas to the portal, repeat step 2.

  4. To exclude a persona from the portal, click the Delete icon.

  5. Click Save.

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