How to manage personas
Sort, duplicate, share, archive, and delete personas from the workspace Personas list, one at a time or in bulk.
Everything you do to a persona after it exists lives on the Personas list: sort the list, make copies, share a persona across workspaces or with a public link, archive one for later, or delete it for good. Work on a single persona from its row menu, or tick several and act on them at once.
In this guide
The Personas list
Open it from Personas in the workspace sidebar. Each persona is a row, sorted and searchable across these columns:
Name - the persona icon and name.
Updated / Updated by - when the persona last changed and who changed it.
Created / Creator - when it was made and who made it.
Tags - any tags applied, with a +N indicator when there are more than fit.
Used in - how many journey maps the persona is assigned to. A used persona shows a link like 1 map that opens those maps; an unused one shows (not used).
Click any column heading to sort by it. Use the search and filter icons above the table to narrow a long list. Everything you can do to a single persona is in its three-dot menu at the start of the row.
Edit opens the persona in the editor. See How to edit a persona for changing its cards, layout, icon, and name.
Share link (view-only) creates a read-only public link to the persona, with optional password protection. See How to share or export a persona.
Make a copy duplicates the persona in this workspace (covered below).
Add to account library shares it across workspaces (covered below).
Manage tags applies existing tags to the persona. To create or rename tags, see How to create and edit tags.
Move to archive sets it aside without deleting it (covered below).
Delete removes it permanently (covered below).
Duplicate a persona
To copy a persona within the same workspace, open its three-dot menu and click Make a copy. The duplicate appears in the list as a separate persona you can rename and edit on its own. The original is untouched, and the copy carries no journey map assignments of its own.
To put the same persona in a different workspace, share it through the Account Library instead.
Add a persona to the Account Library
The Account Library is a shared layer that makes a persona available across every workspace in your account. From a persona's three-dot menu, click Add to account library. The persona stays in this workspace and becomes reusable in the others.
Plan availability
The Account Library is available on the Framework and Governance plans and activates once your account has two or more workspaces. With a single workspace, Add to account library has nothing to share into and won't apply.
For how shared items behave once they're in the library, see How to use the Account Library.
Archive and restore a persona
Archiving sets a persona aside without deleting it. It leaves the active list but stays fully recoverable, which makes it the safe choice when you might want the persona back.
Move the persona to the archive
On the persona's row, open the three-dot menu and click Move to archive. Confirm in the dialog by clicking Yes, move to archive.
Open the Archive and switch to Personas
Click Archive in the workspace sidebar. The archive opens on Journey maps by default, with a row of categories across the top. Click Personas to see your archived personas.
Restore it
Open the archived persona's three-dot menu and click Unarchive. It returns to the active Personas list. An archived persona's menu only offers Unarchive, Delete, and Add to account library, so edit it after you've brought it back.
Delete a persona
To remove a persona for good, open its three-dot menu and click Delete. The confirmation dialog (Delete persona) names the persona and warns that it can't be restored. Click Yes, delete this persona permanently to confirm, or No, cancel to back out.
Warning: Deleting a persona is permanent and un-assigns it from every card
There's no recovery. If the persona is assigned to cards in any journey map, deleting it silently removes that assignment from every card. The cards themselves stay in place and no notification appears on the affected maps. To keep the persona instead, use Move to archive.
Act on several personas at once
Tick the checkbox on two or more rows to bring up the bulk action bar, headed Bulk edit · N items. Close it with the X to clear your selection.
The bar applies one action to the whole selection:
Add to account library - shares all selected personas across workspaces (same plan and workspace requirement as the single-persona action above).
Remove from account library - takes them back out of the library. It's greyed out unless the selection is already in the library.
Archive - moves them all to the archive, where you can restore them later.
Delete - removes them all permanently, with the same consequence as deleting one: any card assignments are silently dropped and can't be recovered.
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