Manage Personas

Once you create a persona, you can edit, deactivate, or reactivate it based on your institution's needs. Once created, personas cannot be deleted, only deactivated.

Edit a Persona

Any edits made to a persona apply instantly, in real-time.

To edit a Persona:

1. From the Admin Platform, select Account opening > Personas. On the persona card you would like to edit, select the three dots, then Edit.
   
2.  Make any changes to the Persona details, User type, or Product selection, and select Save.

Deactivate a Persona

1. From the Admin Platform, select Account opening > Personas. On the persona card you would like to edit, select the three dots, then Deactivate.
   
2. In the confirmation dialog, select Yes, deactivate. The persona moves to the Inactive tab.
   

Reactivate a Persona

1. From the Admin Platform, select Account opening > Personas > Inactive. On the persona card you would like to reactivate, select the three dots, then Reactivate.
   
2. In the confirmation dialog, select Yes, reactivate. The persona moves to the Active tab.