Introduction:

This article introduces the Switch Role Persona feature, designed for users with multiple assigned roles. This feature enhances usability by allowing users to seamlessly switch between roles, providing role-specific views and actions.

Feature Highlights:

• Multi-Role Access: Enables users with more than one assigned role to switch personas.

• Role-Specific Pop-Up: A pop-up menu allows users to select their desired persona.

• Default Persona: Automatically sets a default persona, which can be reset as needed.

Steps to Enable the Switch Role Persona Feature

1. Enabling the Feature in Company Settings:

• Login to the Site Admin account go to Setup> Companies and select the relevant company.

• Access the Settings section.

• Locate the Switch Role Persona setting and set its value to 1.

• Save the changes to enable the feature for the selected company.

2. Assigning Multiple Roles to a User:

• Assign at least two roles to a user that contains different personas.

• Role 1: Assign a persona through the Type Persona option (e.g., Marketing Manager).

• Role 2: Assign a role directly through User Info (e.g., Channel Manager).

• Save the changes.

Using the Switch Role Persona Feature

1. Accessing the Switch Persona Option:

• Once a user has more than one assigned role, the Switch Persona option will appear upon login.

2. Switching Between Personas:

• Click the Switch Persona option.

• Select a role (e.g., Channel Partner Option a or Channel Partner Option a ) from the available list.

• The page will reload, reflecting the selected persona. The URL will update to indicate the new persona.

3. Resetting to Default Persona:

• Use the Reset button to return to the default persona.

• The default persona is determined as follows:

• For normal users, the default is based on their user profile.

• For super admin users, the default is the role assigned by the super admin.

• Upon reset, the page reloads and switches to the default persona.

Benefits of the Feature

• Seamless Role Transitions: Facilitates effortless switching between roles for multi-role users.

• Enhanced Efficiency: Provides a tailored experience for each role, improving usability.

• Role-Specific Configurations: Allows workflows and configurations specific to each role without requiring multiple logins.

Conclusion

The Switch Role Persona feature streamlines the experience for users with multiple roles, enabling them to switch seamlessly between personas without logging out. By offering role-specific views and actions, this feature ensures that users can work efficiently in different capacities within the same system. With its ease of use and flexibility, this functionality significantly enhances productivity and usability.

For more information or assistance, please contact your system administrator.