We’re currently transitioning our admin model from Team > Group to Organization > Team > Group, with admin roles becoming Organization Admin and Team Admin. As a result, some language in this article (for example, references to “Team” or “Group”) may not exactly match what you see in the product today. The underlying functionality described here remains the same, even if the labels and hierarchy in your app look slightly different while we complete this transition.
Cloning a Persona
You can clone an existing persona, which creates a copy of the persona that you can then edit and manage separately from the original persona. This allows you to, for example, clone an existing persona and update the Persona Attributes for the cloned persona to update the persona's priorities and conversation style. After that, you could use both personas within the course to provide a variation in personas for Brevity users.
To clone a persona:
- Click a course from the Courses tab to enter the Change course workflow. From the Personas step, find the persona you want to clone and click Clone.
- Click Yes to confirm that you want to clone the persona.
The cloned persona appears with the text "Copy of" appended to the persona name. From here, you can edit, share, and manage the persona just as you would any other.
Editing a Persona
You can edit existing personas to update their name, work experience, conversation styles, and more. Note that when you update a persona, any active assignments that include that persona will be updated automatically. Note that group admin and member users will be able to edit only personas that they have created, or personas that were shared with them with Editor privileges. For more information about editing personas and their relationship with courses and assignments, see:
To edit a persona:
- Click a course from the Courses tab to enter the Change course workflow. From the Personas step, find the persona you want to clone and click Edit.
- Make changes as needed in the Persona Builder. When you are finished, click Save Persona.
