This guide gives an overview of how to manage users and user permissions in your Persona organization. This guide is written for people who are considered "administrators" of the Persona organization.
- Read Roles and permissions overview. We'll refer to these concepts below.
- In order to manage users and their permissions, you must be assigned the permissions to edit users and roles in your organization.
As people join or leave your organization, you will need to invite new users and deactivate users who should no longer be able to access the Persona dashboard. These guides explain how:
To grant permissions to users, you assign them one or more roles that have the permissions you want to grant. See these guides for detailed instructions:
Persona offers Single Sign On (SSO) and two-factor authentication (2FA).
SSO can help you more easily manage many users. SSO is available on Growth and Enterprise plans. See our Pricing page for details.
To enable SSO, navigate to the Organization Security page, and click Set up. For additional instructions, see:
- Persona dashboard: SAML-based single sign-on (SSO) with Okta
- Persona Dashboard: Setting up Google SSO
2FA adds an extra layer of security to user sign ins. For more details, see Persona Dashboard: two-factor authentication (2FA).
As an admin, you have the option to enforce 2FA for all users for their organization.
Note that once enforced, any user who does not have a 2FA method configured will be locked out of their account.
A user may lose access to their Persona account, if they did not have a 2FA method configured before you required 2FA, or if they lose access to their 2FA method (e.g. their phone or email).
To help them regain access, you can issue a user a one time recovery code. See: Help user sign in after they lose 2FA method