ShareDo personas describe how a particular user “sees” ShareDo. Users are assigned a persona – either explicitly or through membership rules. A client, for example, may see a very different view of the product than an internal user. When you are defining your user interface, you can use the portal designer or the striping concept to tailor the user experience by persona.
Unlimited personas can be defined, representing the different types of people who will use your ShareDo implementation. Typical personas include internal users, managers, clients, and consumers. Common personas are supplied pre-configured.
A persona controls, among other things, the look and feel of the particular workbenches (i.e., style), the content presented, and their layout (i.e., screens and navigation options).
Common Personas
In our core configuration, we have defined the following personas to serve as a “starter for one”
| Persona | Description |
|---|---|
| Legal Project Manager | This personas provides access to extensive capabilities and has by far the most complex portal definition. |
| Case Handler | Persona targeted at people focused on handling a portfolio of cases and tasks |
| Virtual Data Room | Persona targeted at external parties where you just want to share files |
| B2C Client | Persona targeted at B2C consumers who will typically have only a few cases |
| B2B Client | Persona targeted at B2B clients who will typically have many cases |
External Party Collaboration
A common use case for personas is controlling the view of the system provided to external parties - clients, consumers, or other third parties.
Through personas, you can provide electronic access to a subset of work type related data. The persona's configuration determines the screen layout, available data, and other options available to the ShareDo end-user.
Of course, external users are also subject to the security restrictions of global permissions and role-based permissions to ensure they see only the data to which they have been granted access.
Persona-Driven User Interface
Work type Portals
Within the ShareDo portal designer, you can design what information views each persona will see, creating many different portal views, each of which will be viewed by one or more personas. You can also show or hide portals based on business rules.
Likewise, where two or more personas share a common user experience, you might choose to create a single portal definition and only vary the widget definitions.
Blades and Other Elements
You can also use rules to control which personas can see what on other elements of the user interface, such as blades, option set values, and the form builder.
Managing Personas
Within the Modeller portal of ShareDo, you can view a list of personas under Forms and views > Personas.
You can create new personas, upload a logo for each persona, and view the number of users currently having each persona.
The colours, logos and other branding elements are applied to Personas separately and are referred to as Themes - see Creating a Theme.