Add personas to a project

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • Each project has several personas with different roles in the Performance Analytics solution that you are designing. A persona is a role within your company, such as service desk manager or service owner.

    Avant de commencer

    Role required: sn_kpi_composer.user (own project), sn_kpi_composer.admin (any project), admin. No role required for responsible user or user with edit access from project sharing.
    Préambules
    Create a KPI Composer project

    Procédure

    1. Navigate to All > KPI Composer and create or open a project.
    2. In the Analysis tab, click the persona icon () at the top right of the screen.
    3. In the Persona dialog, click Add item.
    4. Type the name of the new persona and click outside the text box.
      The persona appears in the header of the KPI tree canvas. Each persona automatically gets a 2-letter identifier, which is based on the first two words (or first two letters if only one word) that are in the name.
    5. Repeat these steps to add more personas.

    Adding personas to a KPI Composer project

    In the following short animation, you see how to add the personas Agent and CIO to a project. Then you see how to add the CIO persona to a Business Goal. Creating personas and adding one to an artifact

    Que faire ensuite

    Drag personas onto existing artifacts on the canvas to add them to those artifacts. You can add an unlimited number of personas to any artifact. If an artifact has more than three personas, the full names of the personas are hidden. To see the full names, point to the personas.
    By holding down the Ctrl/Command or Alt/Option key while dropping a persona onto an artifact, you activate the following advanced functions:
    Hold Ctrl while dropping
    Add the persona to the artifact on which it is dropped and to all child artifacts of that artifact.
    Hold Alt while dropping
    Remove the persona from the artifact on which it is dropped.
    Hold Ctrl and Alt while dropping
    Remove the persona from the artifact on which is dropped and from all child artifacts of that artifact.