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Admin

Manage your users, roles, permissions, and security-related configurations

Team and permissions

13 articles

Key Concepts

Learn about the key concepts, models, and vocabulary around Roles, Users, and Permissions

Managing users and user permissions2 min read Roles & permissions overview3 min read

Managing Users

Understanding how to use manage users

Add a new user2 min read Reactivate a user1 min read Deactivate a user1 min read Help user sign in with a recovery code for 2FA1 min read Why have I lost access to the Persona community space?1 min read

Using Roles and permissions

Understanding how to use Roles and permissions

Create, edit, or deactivate a role1 min read Reference: Permissions in the Dashboard6 min read Editing a user's role1 min read

Legacy Documentation

Related documentation, articles, and resources for deprecated products and features

Roles and permissions overview (version 1.0 - legacy documentation)1 min read Reference: Permissions in the Dashboard (version 1.0 - legacy documentation)10 min read Available permissions for users and roles (version 1.0 - legacy documentation)2 min read

Single sign-on (SSO) and Authentication

9 articles

Key Concepts

How signing in to Persona works, and what two-factor authentication protects

Two-factor authentication (2FA) for Persona Dashboard2 min read Logging in with SSO1 min read

Using SSO and SCIM

Set up SAML-based single sign-on and SCIM user provisioning with your identity provider

SAML-based single sign-on (SSO) with Google for Persona Dashboard4 min read SAML-based single sign-on (SSO) with Okta for Persona Dashboard6 min read SAML-based single sign-on (SSO) with Azure for Persona Dashboard6 min read Setting up Okta SCIM6 min read Setting up Microsoft Entra SCIM3 min read

FAQ

The most frequently asked single sign-on and authentication questions asked by Persona Community members

How do I enable employees to access multiple Persona organizations configured with Okta single sign-on?2 min read How do I control the different authorization and roles programmatically from my authorization provider?1 min read

User Settings

2 articles

Key Concepts

Learn what Persona can notify you about, and where those notifications arrive

Notifications Overview1 min read

Using notifications

Choose which Persona notifications you receive and how

Configure your notification preferences1 min read

Security and Privacy

4 articles

Key Concepts

Key security and privacy overviews for the Persona platform and specific features

Security and Privacy Overview7 min read Security Monitoring Overview1 min read Persona FedRAMP instance1 min read

Understanding potential fraud

Learn about the fraud patterns that target Persona accounts, and how to deter them

Deterring SMS fraud3 min read