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Home Modeller Guide Personas and Portals

Personas and Themes

Manage the different personas that are used by your solution together with their branding. Use these to personalize their experience.

  • Understanding Personas

    Personas describe how a particular user “sees” Clio Operate. Users are assigned a persona – either explicitly or through membership rules. A client, for...

    First posted: April 6th, 2022 2082 views 0 likes

  • Add a Persona

    Navigate to Launchpad > Modeller > Forms and Views > Personas. You can see a list of your existing personas. Click on Add New. Enter the...

    First posted: April 6th, 2022 886 views 0 likes

  • Creating a Theme

    Each persona can have its own theme. This includes logo and colour schemes. A common use for this may be to brand your portal...

    First posted: April 6th, 2022 1920 views 0 likes

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