Define Personas

You can attach or add new personas to dashboards to enable users to find groups of dashboards more easily when searching in the Dashboard Viewer.

  1. With the dashboard open on your workspace, select the Dashboard tab.

  1. To select from a list of already defined personas, simply place your cursor in the Personas field, and select the appropriate persona from the list.
  2. To create a new persona, click the plus icon to the right of the Personas field.
  3. Enter a name for the new persona in the pop-up dialog box, and click the OK button, or click the Cancel button.
  4. When you are done, click the Apply button to save your changes.