Personas

A persona is a logical collection of CloudBees CD/RO pages that are relevant to a specific job role. One or more personas are assigned to a user or group based on their job role or roles within CloudBees CD/RO. A persona object includes:

Top-level categories
A set of pages included in each category
A default home page

Out of the box, CloudBees CD/RO includes personas for the following job roles, which are read only:

Deployment Engineer
Global-default persona, assigned to the admin user
Release Manager
System Administrator

By default, a persona is not assigned to a newly created user; however, all pages and categories for the site default persona are available to him. Privileged users then assign one or more personas to the new user.

The User Home Menu

Select the main menu button to view the home menu with all available pages. The content of the menu is based on the persona or personas assigned. The image below shows the home menu for the System Administrator, to which the Global persona is assigned.

The menu opens with the last-viewed page shaded. In this case, the Releases page is shaded. Selecting the home button Home takes you to the home page; refer to The User Home Page to read how the home page is determined.

When more than one persona is assigned to a user, CloudBees CD/RO displays a combined view of all available pages for all assigned personas, effectively merging the personas. The image below shows a home menu for a user assigned to both Deployment Engineer and Release Manager personas. Noticeably absent are pages under the Administration category, because that persona is not assigned to that user. For more information, refer to The user home page.

Managing Personas

The Personas List Page

The personas list shows all the personas defined for the CloudBees CD/RO installation and is the location in which you manage personas for your site. To open it, log in as a user having the Personas page available in his home menu—for example, the admin user—and select Personas under the Administration category.

This is a personas list:

Each row in the list represents a persona definition , consisting of the persona name, number of users and groups to which the pipeline is assigned, and the last modified time. Selecting All or None and then selecting Delete removes the selected personas from the list. Selecting the blue + button in the upper right corner allows you to configure a new persona.

Header Section
1	Main menu button—Opens a list available CloudBees CD/RO pages, based on the assigned personas.
2	Favorites pull down—Opens the favorite pages list; this button is present only if favorite pages are configured. Select an entry to go directly to that page. Refer to Managing the Favorites List and Defining the Home Page for information.
3	Favorites button—Indicates favorite status for the current page. It appears in one of the following states. —Indicates the current page is not on the favorites list. Select to make the page a favorite and optionally, rename it and make it the user’s home page. —Indicates the current page os on the favorites list. Select to remove the current page from the favorites list. —Indicates the current page is both a favorite and is the user’s home page. Select to remove the current page from the favorites list.
4	My Work button—Opens the My Work page. Refer to My Work UI for information.
5	CloudBees Analytics Dashboards button—Opens the CloudBees Analytics Dashboards page.
6	Service Catalog button—Opens the All Items list page for the Self-Service Catalogs
7	Release Calendar button—Opens the release calendar page for all projects or a specific project
8	Indicates the user who is currently logged in and provides the following actions: Change History —Opens the Change History—Search dialog box. Tutorials —Opens the guided tutorials. Timezone —Opens a dialog box containing a pulldown menu for selecting the timezone in which you will use the software. About —Displays a popup containing the build version, UI version, build label, and protocol version of the installed release. Help Center —Opens the CloudBees CD/RO page in the CloudBees Help Center. In this page, you can: Get started fast with easy video tutorials. Find helpful explanations in the Knowledge Base. Ask questions and get answers from the Community. View the documentation for completing key tasks. Logout —Select to log out.
Main Page Content
9	Breadcrumbs identifying the object you are viewing and the total number of personas.
10	Delete button for currently selected personas. This button is active when one or more personas are selected.
11	Shortcut switch to select all or no personas on the list—used in combination with the Delete function.
12	The add new persona button.
13	Find box for persona searching.
14	List of personas configured for this CloudBees CD/RO site. Included in each entry: Name —This persona’s name. Groups —Number of groups to which this persona is assigned. Users —Number of users to which this persona is assigned. Modified —Date last modified. Actions —The action button providing shortcuts to Details, Navigation, Groups, and Users sub pages for the Persona.

Viewing Persona Details

To view configuration details for a specific persona, select its name in the personas list—the Edit Persona dialog appears, opened to the Details page. Alternatively, select Actions and select a specific configuration page.

The details for the Release Manager persona is shown below.

Details Page

1	The persona name.
2	Pages comprising the Edit Persona dialog. The current page is underlined. Details —Main details about the persona. Navigation —Defines categories and pages within each category available to this persona. Groups —Groups to which this persona is assigned. Users —Users to which this persona is assigned.
3	Name of the persona.
4	Description of the persona.
5	General configuration details: Default —If checked, this is the default persona for the CloudBees CD/RO site. This is the persona available for users to which a persona is not assigned. Navigation —State of navigation, either Set or Not set. Home Page —The page within the navigate selected for the home page. If none selected, Default is set. Groups —Number of groups to which this persona is assigned. Users —Number of users to which this persona is assigned.

Navigation Page

The navigation pages shows which categories and pages are visible to this persona. Additionally, it denotes the persona’s home page. The navigate page for the Release Manager is displayed below.

The home page is denoted by blue highlighting and home icon. In this persona below, Releases is the home page.
Pages included in the persona are denoted by check marks.

User and Group pages

From these pages, control users and groups to which this persona is assigned. Users and groups assigned to this persona appear on the right side of the respective page. Add and remove users and groups, as appropriate, by selecting the name and using the move right/left buttons: Move right or left

Up to 1000 user and group names are displayed in their respective dialogs. If a known user is not included in the list, select the search button to locate him.

Creating a New Persona

Privileged users can create new personas at your site for custom, site-specific roles that aren’t addressed by the out-of-box personas.

Navigate to the Personas list page: select the main menu button , and then select Personas from the Administration category.
Select Add persona. The New Persona dialog displays. From here, you can create a new persona or copy from an existing one.
1. Select Create New. The New Persona dialog displays.
2. Enter top-level details:
  - Name —enter the name.
  - Description —Optional description.
  - Default —If checked, this persona becomes the site-wide, default role. Users without a persona assignment use navigation from the default for their home menu.
3. Continue to Step 3.
New persona from an existing one:
1. Select Copy Existing. The New Persona From Existing dialog displays.
2. Choose the existing persona on which to base your new one. The New Persona From Existing Details dialog displays.
3. Enter top-level details:
  - Name —enter the name.
  - Description —Optional description.
  - Associate Groups and Users from <personaName> Persona —Check if you want to carry over existing associations from the source persona.
  - Default —Check if this persona is to become the site-wide, default role.
4. Select Copy. The Edit Persona dialog displays.
5. Check the Default checkbox if this persona is to become the site-wide, default role. Continue to Step 3.
Configure the navigation: select the Navigation tab; the navigation configuration dialog displays.
- Select the pages you wish to be included in the persona.
- Select the home page of the persona (optional): hover over the name of the desired page and select the house icon.
Assign this persona to groups and users: Visit the Groups tab and Users tab to assign the persona to groups and users, respectively. On each tab, select groups/users to be assigned from the available list on the left side. Then select Move to move them to selected list on the right. Up to 1000 user and group names are displayed in their respective dialogs. If a known user is not included in the list, select the search button to locate him.
Select OK to save the persona.

Modifying a Persona

Follow the steps in this section to modify a persona.

Navigate to the Personas list page: Select the main menu button , and then select Personas from the Administration category.
Select the name of the persona to modify. Alternatively, select three-dots for the entry and select the page you want to modify. The Edit Persona dialog displays.
Using tabs at the top of the page, navigate to the page where modifications are to be made. Note: Details and navigation for the original personas shipped with CloudBees CD/RO are read only.
Select OK to save the persona.

Deleting a Persona

Privileged users can delete personas. Follow these steps.

Navigate to the Personas list page: Select the main menu button , and then select Personas from the Administration category.
Select the persona to delete.
Select Delete.
Select OK on the confirmation dialog.

To delete multiple personas:

From the CloudBees CD/RO main menu, select Administration Personas.
Select the personas you want to delete, and then select Delete personas. A confirmation dialog box displays.
Select Delete.

A Note about Persona Privileges

As shipped, all users are able to view personas. However, only the admin user is able to modify and delete persona definitions and are able to change permissions. To view and manage persona access control settings, navigate to the Access Control/Personas page via Home Menu > Server > Personas. Refer to Security for further information about access control management.

Using the Personas API

Use the Personas API commands to programmatically manage personas. For details about these commands, refer to Persona.