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Persona

A Persona is a defined business role, with specific responsabilities, tasks and interests. It does not refer, per se, to an individual user or user group.

Examples of Personas can be:

  • REQUESTER: user that initiates the workflow
  • AR_FINANCE: user from Accounts Receivables Finance Team
  • VENDOR: vendor, external party.

As we can notice, these personas may refer to different users or groups, depending on the workflow. REQUESTER persona will be the user that initiated the workflow, meaning any user with access to the tool can represent this Persona.

It is also possible to configure personas depending on scenarios. For example, AR_FINANCE persona can be represented by group "Finance US" for US-based partner creation, and "Finance EU" for EU-based partners. These can be configured in the Assignment Framework.