43.3 Persona Maintenance - Create

This topic describes the systematic instruction to Persona Maintenance - Create option.

Using this option, System Administrator can create new persona for a user type ‘Retail’.

To create the Persona:

  1. Navigate to one of the above paths.
    The Persona Maintenance screen appears.
  2. Click Create.
    The Persona Maintenance - Create screen appears.

    Figure 43-4 Persona Maintenance - Create



    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 43-4 Persona Maintenance - Create - Field Description

    Field Description
    Persona Name Specify the unique name of the persona.
    Persona Description Specify a brief description of the persona’s purpose.
    Accessible User Type Select the user type from the drop-down list.
    The options are:
    • Corporate User
    • Administrator
    • Retail & Business User
    Is Enabled? Indicates whether the persona is active (Yes) or inactive (No) in the system and is a mandatory selection.
  3. In the Persona Name field, enter the unique name for the persona to be created.
  4. In the Persona Description field, enter the description of the persona to be created.
  5. In the User Type list, select the appropriate user type for the user segment being created.
  6. Perform anyone of the following actions:
    • Click Save to save the user segment details.
    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.