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Admin
Manage your users, roles, permissions, and security-related configurations
Team and permissions
Key Concepts
Learn about the key concepts, models, and vocabulary around Roles, Users, and Permissions
Managing users and user permissions
Roles & permissions overview
Managing Users
Understanding how to use manage users
Add a new user
Reactivate a user
Deactivate a user
Help user sign in with a recovery code for 2FA
Edit a user’s role
Using Roles and permissions
Understanding how to use Roles and permissions
Edit a user’s role
Create, edit, or deactivate a role
Reference: Permissions in the Dashboard
Legacy Documentation
Related documentation, articles, and resources for deprecated products and features
Roles and permissions overview (version 1.0 - legacy documentation)
Reference: Permissions in the Dashboard (version 1.0 - legacy documentation)
Available permissions for users and roles (version 1.0 - legacy documentation)
Security and Privacy
Overview
Key security and privacy overviews for the Persona platform and specific features
Security and Privacy Overview
In-product "Ask AI" and AI-based Chat features
Reusable Personas Overview
SSO and Authentication
Understanding how to use Persona's SSO and user authentication features
SAML-based single sign-on (SSO) with Google for Persona Dashboard
SAML-based single sign-on (SSO) with Okta for Persona Dashboard
SAML-based single sign-on (SSO) with Azure for Persona Dashboard
Two-factor authentication (2FA) for Persona Dashboard
Logging in with SSO
Setting up Okta SCIM
Managing Data
Understanding how to manage data
Manually redact PII from a Persona Account or Inquiry
How do I redact data, or set up a redaction policy?
FAQ
The most frequently asked security and privacy questions asked by Persona Community members
How do I enable employees to access multiple Persona organizations configured with Okta single sign-on?
How do I control the different authorization and roles programmatically from my authorization provider?
Fraud Considerations
SMS Fraud
Learn about helpful concepts specific to SMS fraud
Deterring SMS fraud