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Manage the different personas that are used by your solution together with their branding. Use these to personalize their experience.
Personas describe how a particular user “sees” Clio Operate. Users are assigned a persona – either explicitly or through membership rules. A client, for...
Navigate to Launchpad > Modeller > Forms and Views > Personas. You can see a list of your existing personas. Click on Add New. Enter the detail...
Each persona can have its own theme. This includes logo and colour schemes. A common use for this may be to brand your portal or to provide client-speci...