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IS Persona overview

IS Persona is collection of multiple application roles. The IS Persona allows a user to work on multiple applications without having to map multiple groups to application roles and then assign these groups to users.

After you create an IS Persona, the server automatically creates a new group for the corresponding application role, if the application role is not already mapped to any group. The server maps the application role to the group. You can then assign this persona to a person to provide the required permission to the application.


Consider a scenario where Chris, the Change Assignee, uses the BMC Helix Business Workflows application to create a case for an issue. Along with BMC Helix Business Workflows application, Chris uses the following applications to issue and resolve the ticket:

  • Knowledge Management, to refer to an existing knowledge article to resolve the issue, or create a new Knowledge article for future use.
  • Service Level Management, to provide correct level of service to meet the need of the issue.

Chris, therefore, requires permissions to these applications to resolve a ticket. The administrator creates an IS persona for Chris which enables Chris to perform his tasks.

Administrators can create their own IS persona to meet their specific business use case. To create an IS Persona, see  Creating Functional roles Open link

The following image illustrates the concept of functional roles:

Benefits of IS Personas

IS Personas provides the following benefits:

  • Provides application permission only to users. 
    IS Personas do not provide permissions to object definitions, such as record instances, view definitions. 
  • Enables the administrator to assign multiple application roles to a person. 
    This provides the person with permissions to access and use multiple applications. 
    For example, you can create an IS Persona Change Assignee which is a collection of multiple application roles and provides the user permissions to access multiple applications such as,  BMC Helix ITSM: Change Management , and Service Level Management . 
  • Eliminates the need to create new groups and the mapping between groups and application roles. 
    The server automatically performs the task of creating a new group and mapping the group to the corresponding application role.  
  • Enables you to develop and test the application on one server and deploy it to a number of other servers without having to redefine permissions on each server.
  • You can import IC Personas to a different server, without the need to create groups and map the groups to its application roles. 

Where to go from here

Assigning IS Personas to People data

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