topic Re: What permissions are needed to create personas? in Lists, Lead Scoring & Workflows

What permissions are needed to create personas?

theScott — Thu, 02 Nov 2017 14:09:59 GMT

What user permission settings do I need to set and at what level in order to allow one of my users to create personas?

Re: What permissions are needed to create personas?

shearn — Fri, 03 Nov 2017 09:27:12 GMT

In order to create personas, you will need to give them Marketing user permissions.

Re: What permissions are needed to create personas?

theScott — Fri, 03 Nov 2017 13:59:34 GMT

Right, but what specifically under Marketing? I have enabled everything except editing templates and editing content settings, plus everything under Contacts except bulk delete, but the user still doesn't have the ability to create personas.

If I remember right, I also tried enabling Edit Content Settings, but that didn't work either.

Marketing permissionsContacts permissions

Re: What permissions are needed to create personas?

theScott — Fri, 03 Nov 2017 14:01:47 GMT

Nevermind, I figured it out. It actually is the "edit content settings" switch that enables access to create personas.

Re: What permissions are needed to create personas?

DLippens — Tue, 04 Oct 2022 19:06:09 GMT

The permission settings seem to have changed and I can no longer find this option. Any idea which permission I'd need to switch on?

Re: What permissions are needed to create personas?

DianaGomez — Mon, 10 Oct 2022 20:21:33 GMT

Hi @DLippens hope you are doing well!

You will need to have "edit property settings" permissions toggled on in order to change this.

An admin in your portal can make this change by going to settings > users and teams > click your name > CRM tab > CRM tools > scroll down to "edit property settings"

Hope this helps,

Diana

Re: What permissions are needed to create personas?

YGaitanos — Mon, 04 Mar 2024 09:40:10 GMT

Hi there,

Can you please post an updated reply. The interface has changed since October 2022 and there is no "edit property settings" at Settings > Users and Teams > {User Name} > CRM tab > CRM tools: