# Custom Dashboard Personas

> Create named dashboard layouts of widgets and assign them to users, so each role sees the metrics that matter to them—an admin-managed personalization feature.

Source: https://totalshiftleft.ai/help-center/product-documentation/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](/features/analytics-monitoring/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:

| Field | What it does |
|-------|--------------|
| **Name** | Required. The persona's display name (up to 50 characters). |
| **Icon** | Required. Pick from the icon dropdown; the chosen glyph shows in the persona tile. |
| **Description** | Optional short description (up to 200 characters). |
| **Multi-project view (no project selector required)** | A toggle. When on, the persona's dashboard aggregates across projects and hides the per-project selector. |

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](/help-center/product-documentation/understanding-analytics)
- [Analytics dashboards](/help-center/product-documentation/analytics-dashboards)
- [Sharing and embedding dashboards](/help-center/product-documentation/sharing-and-embedding-dashboards)
- [Scheduled reports and alerts](/help-center/product-documentation/scheduled-reports-and-alerts)