Personas or Dashboards, help communicate information based on a topic or specific goal.
- Choose from any of the Global or Local Persona: Click on the "Personas" button. Use the tabs to select between Global or Local Personas. Apply the Persona by clicking the double chevron button.
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Edit/Create a New Persona:
- Use the pencil icon on the far right to create or edit personas.
- Add or remove widgets (such as budget summaries, project roadmaps, or security reviews) based on the client’s needs.
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Save the Persona: Once you've created or edited a persona, save it either as a global persona for broad use or as a local persona for that specific client.
- To save a new Persona you must first edit, add, or remove a Widget.
- An * next to the Persona name indicates if it has been changed and can be saved.
- To create a new Persona, save it with a unique name.
- Saving to an existing Global Persona will update it anywhere it has been applied.
- Local Personas can only be applied and viewed within the context of the client you are currently in.
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Optional Features:
- If you're integrating external tools like Power BI, Brightgauge, or other web-based data, use the iframe feature to embed them into the persona, allowing interaction directly within the platform.