Axero allows Administrators to create personas for spaces to automatically Enroll and Remove users based on defined conditions.
These Space Personas are still available for the Top Level Community and can be tagged like Personas. Edits to Space Personas will be reflected in the corresponding Top Level Community Personas.
By default, all Top-Level Site Administrators have this ability enabled. If you wish Space Administrators to have it, enable the system property described below.
The PersonaSpaceAdminAccess system property controls whether Space Administrators can manage personas within their own spaces.
When disabled, persona management remains available only to Site Administrators, and the Persona option does not appear in the space management menu.
When enabled, Space Administrators can view and manage personas that are configured only for their space. If a persona includes conditions that also apply to other spaces or is defined at the site level, it appears only as a count and cannot be viewed or edited.
Go to Control Panel > System > System Properties, search for PersonaSpaceAdminAccess, click the edit icon, and enable the property.
1. Go to Manage Space > People > Persona.
2. Click Create Persona.
3. Enter a name for the persona in the Type persona name field. Under Conditions, choose a profile field, select an operator, and enter or select a value. An operator may be Equals, Does not equal, Contains, Doesn't contain, Begins with, or Ends with, depending on the field type in the user profile page.
4. Users that match the conditions set will automatically be shown in Matched People.
5. Click Add Group to create another set of conditions and define the relationship between groups as AND or OR.
6. In Optional additional roles, assign extra roles to users who match this persona. These roles are applied automatically when the persona conditions are met.
7. When finished, toggle the switch at the top of the page to activate the persona, then click Save.
Users who meet the conditions will automatically be enrolled in the space. This also applies to new users who later join your intranet community.
NOTE: If you remove a condition, users who were automatically enrolled through that condition will be removed from the space only if their enrollment was initiated through the persona. Users manually added or assigned by another source will not be removed.
1. Go to Manage Space > Persona and click the Edit icon of the persona you wish to manage.
2. Edit conditions as needed, and Matched People will show users who meet them. Use the switch at the top of the page to activate or deactivate the persona, then click Save.
PersonasSee the Personas page for details about creating and managing personas.
Choose Profile FieldThe Personas - Profile Field page lists the options available in the profile field dropdown.
Include ActionsThe Personas - Include Actions page lists the options available in the Include Action tab.
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