Personas - Include Actions | Communifire Documentation

Include Actions

Actions provide the ability to perform various actions, such as:

• Add matched people to a space
  • Users added to a space through a Persona who no longer match the configured Persona will automatically be removed.
• Assign Top Level Role to Personas
  • If a Top Level Role is assigned using Personas, manual settings will be overwritten each time the Persona runs. Note: If your Communifire version is 8.0.8532.27993 or higher, persona actions will no longer override manually assigned roles.

To include actions, turn on the tab:

You will now be able to add Actions to personas.

Click on Add Action to add actions.

From the dropdown menu, choose action.

You will see options like

1. Add to a space

2. Assign site role

Actions Available

+ Add to One Space

Selecting this action indicates that the Matched People from the conditions set in the Profile field will be added to the space you choose. If a person later no longer matches a Persona, the person will be removed from the Space.

From the Actions dropdown, select Add to a space:

Next, select the space from the dropdown menu where you would like to add Matched People into

Optional: You can also choose to assign a Space Role to the user. The Member role is the default.

Turn on Run Actions On Save

Once Run Actions On Save is enabled, click Save. You will see the "Changes saved successfully" message.

Note: Users have the option to keep Run Actions On Save turned off. If the option is turned off, Matched People will not be added or removed to a space. In real-world scenarios, Site Administrators may want to modify the template before adding or removing users to a space.

The Matched People will now be added to the space you have selected. In our example, we are adding people to the Human Resources space.

The list of added people can be seen in the People section in the space.

Personas template can also be used to add Matched People in multiple spaces together.

Click on Add Action

From the dropdown menu, choose Add to a space and select the space. Click Save

Matched People will now be added to the Employee Onboarding space and the Company Announcement space.

Notes

• You can still manage the space personas by going to {Space}>Manage Space> People>Persona and edit the conditions and optional roles from there.
• Uses assigned to a space (and/or space role) who no longer match a Persona will be removed from the space.
• Users can still manually be assigned space membership and roles by going to {Space} > Manage Space > People and adding or editing the user role.

Assign Site Role

Selecting this action indicates that the Matched People from the conditions set in the Profile field will be added and assigned to a Site Role.

If a person was, or later is, manually added to a role, and that person is not part of the assigned Persona, that person will be removed from that Site Role when the Persona runs next. Note: If your Communifire version is 8.0.8532.27993 or higher, persona actions will no longer override manually assigned roles.

From the Actions dropdown, select Assign Site Role.

Click the box with optional additional roles and select the roles the Persona should be assigned.

Each time this Persona runs, any roles selected will be updated to match this Persona settings. This means users added manually, or previously added through another Persona, will be removed if the user is not part of the Matched People list for this Persona.

Recommendation (applicable only for users on Communifire versions earlier than 8.0.8532.27993)
If you have a site role already configured for users, we recommend creating a New Role called [Role] (Persona Assigned) and configuring the new role to match the settings of your existing role. This will allow you to keep users manually assigned to a current role and assign users through Personas.

Looking for more actions?

Please post your suggestions in the forum to help guide our roadmap.