---
sourceDocument: Brazil Sales Customer Relationship Management
sourceDocumentLink: https://www.servicenow.com/docs/r/order-management

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Personas

# Quote transaction personas {#ariaid-title1}

Release version: Brazil  
Updated May 7, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Personas define distinct user types in the quoting experience, controlling what users can view and edit on a quote at each stage in ServiceNow CPQ.

ServiceNow Quote Experience uses personas to represent the distinct roles found in a sales organization, such as a sales representative or a sales manager. Each persona has customized access to data --- controlling what users with
that persona can view and edit and how the layout appears at each stage of the quote lifecycle.

## Persona behavior {#quote-tm-personas__persona-behavior}

A persona is assigned to a view, which defines the field and event access privileges for users with that persona at each stage. A user account can be assigned to only one persona. Personas are assigned to views, and a persona can
only be assigned to one view.

## Personas and blueprints {#quote-tm-personas__personas-and-blueprints}

Personas aren't part of the ServiceNow Quote Experience blueprint. They are not included in the blueprint export file. When a blueprint is migrated to a new environment, personas must be recreated in that environment.

## User access prerequisite {#quote-tm-personas__user-access-prerequisite}

To assign a user account to a persona, the user must first be created using the User Access function in Utilities. User accounts that aren't in the User Access list can't be assigned to a persona.