Assign groups to a persona

Assign one or more groups to a persona so that all group members can access the remote catalog items linked to that persona. When group membership changes, access is updated automatically.

Before you begin

Role required: admin

About this task

Instead of adding individual users to a persona, you can assign groups. All members of an assigned group get access to the remote catalog items linked to that persona.

Procedure

1. Navigate to All > Service Exchange Consumer > Provider Connections.
2. Select the number link to open the Provider Connection record that contains the persona you want to update.
3. Select Catalog Personas related list.
4. Select the persona that you want to assign groups to.
5. In the Groups related list, select Edit.
6. Add the groups that you want to assign to the persona.
7. Select Save.