Personas in Spaces | Axero Documentation

Overview

Administrators can create personas for a space that automatically Enroll and Remove users based on conditions you define.

Space Personas also appear in the top level community (the site outside any space), listed with the site's other Personas. An edit to a Space Persona also changes the matching top level community persona.

The space-level Persona screen appears only when the system property described below is turned on, and that property ships turned off. Until then, Site Administrators manage every persona, including ones that add people to a space, from Control Panel > People > Personas.

Turn On Space Personas

The PersonaSpaceAdminAccess system property (a site-wide setting) controls whether personas can be managed inside a space.

• When it is off, nobody sees the Persona option in the space management menu, Site Administrators included. Personas are then managed only from the Control Panel.

• When it is on, Space Administrators can view and manage personas set up only for their space. A persona that is defined at the site level, or whose conditions also apply to other spaces, shows only as a count and cannot be viewed or edited.

Enable Space Admin Access

Go to Control Panel > System > System Properties, search for PersonaSpaceAdminAccess, click the edit icon, and set the value to true. The property ships with no value, which counts as off.

Creating Space Persona

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. Depending on the field type in the user profile page, the operator can be Equals, Does not equal, Contains, Doesn't contain, Begins with, or Ends with.

4. Users who match the conditions appear automatically 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 are enrolled in the space automatically, including new users who join your intranet community later.

NOTE: If you remove a condition, people enrolled through it are removed from the space only if the persona enrolled them. People added by hand or by any other source are not removed.

Space Persona Administration

1. Go to Manage Space > People > Persona and click the Edit icon of the persona you want 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.

Related pages

• Personas (to create and manage site-level personas)
• Personas - Profile field (the profile fields and operators a condition can use)
• Personas - Include Actions (to add matched people to a space or give them a site role)