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General and cross-application improvements such as Administration, Inbox, Reporting, Quick Search etc.

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User Personas to simplify user admin

When setting up users, it would be great to have simple User Personas.
Example:
I know that Jenny is an Approver, so when I set up Jenny's user I just want to say that she's the persona "Approver".
Having done so, I want MediusFlow to assign all the roles and privileges appropriate for an approver.
We could probably get away with just a few personas:
1. Approver
2. AP
3. User admin
4. System admin
5. Auditor

53 votes

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Daniel Saraste shared this idea  ·   ·  Report…  ·  Admin →
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  • Lynne Poulton commented  ·   ·  Report

    So this issue has been long without conclusion. I would concur with the other users that it would be much, much easier that we could create a persona, eg "Marketing Manager" and that all the roles, responsibilities, dimension limits, authorization & follow-up groups are assigned to that persona. When the Manager in that role moves on, it's easy to assign the persona to the new member of staff rather than having to look back and re-create a new profile. If we cannot create a new persona then the ability to clone a member of staff together with everything assigned to that person i.e. the roles, responsibilities, dimension limits, authorization & follow-up groups etc. would also be a good option.