Custom Dashboard Personas

Overview

Custom personas are named dashboard layouts — a chosen set of widgets, an icon, and a description — assigned to users so each role sees a tailored dashboard. This is dashboard-widget personalization managed by administrators. It is unrelated to AI test generation: a persona has no prompt or behavior field; it only decides which widgets appear and how they are laid out. Explore the capability at persona dashboards.

Before you begin

• You must be an Administrator. The Manage Personas button only appears for admins on the persona dashboard.
• Navigation path: top navigation bar → Analytics → Dashboards tab → Manage Personas (top-right of the persona selector row).
• Analytics/Dashboards is a paid capability, so you also need an eligible license (Professional, Trial, or Enterprise).

Step 1 — Open Manage Personas

1. Go to Analytics and stay on the Dashboards tab.
2. Click Manage Personas. The Manage Personas dialog opens with two tabs: Custom Personas and Reset Users.

Step 2 — Create a persona

1. On the Custom Personas tab, click + Create New Persona. The Create New Persona form opens.
2. Fill in the fields:

3. Under Select Widgets (N selected), click widget tiles to add or remove them. Each tile shows the widget name and description; the count updates as you select.
4. To set a widget's starting configuration, hover the selected tile and click the gear (Configure defaults). Set the defaults in the panel and click Apply — the config is stored with the persona.
5. Click Create Persona. The new persona appears in the list with its icon, description, a N widgets chip, and a Multi-project chip if enabled.

Step 3 — Edit a persona

1. On Custom Personas, find the persona and click Edit. The form header reads Edit: <name>.
2. Change the Name, Icon, Description, Multi-project toggle, selected widgets, or per-widget Configure defaults.
3. Click Update Persona to save.

Step 4 — Delete a persona

1. Click Delete on the persona row. A confirmation appears: "Delete "<name>"? Users with this persona will be reset to their default."
2. Click Confirm. Users assigned to that persona fall back to their role default.

Step 5 — Reset a user's dashboard

Use this when a user's dashboard is misconfigured and you want to hand them a clean, role-default layout.

1. Switch to the Reset Users tab. It lists users in a paginated table with Name, Email, Role, Current Persona, and an Action column.
2. Click Reset on the user's row. A confirmation warns that this "Reset <name>'s dashboard preferences to defaults? This will clear their persona selection, widget layouts, and all customizations."
3. Click Confirm. The user reverts to their role default persona and layout.

Troubleshooting / Notes

• No "Manage Personas" button — you're not an Administrator, or you're on the Project Analytics tab instead of Dashboards.
• "Configure defaults" gear is missing — the gear only appears on a widget tile after it is selected.
• Create/Update button stays disabled — Name and Icon are both required; fill them in.
• Custom personas are layouts, not AI personas — there is no prompt, tone, or behavior field. A persona changes only which widgets a user sees.

Related articles

• Understanding Analytics
• Analytics dashboards
• Sharing and embedding dashboards
• Scheduled reports and alerts