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How to add a new persona

Learn how to create personas and assign tags to them

Nina avatar
Written by Nina
Updated this week

There are several places where you can create a new persona.

#1 Dashboard page

On the Dashboard page, click ‘+ADD NEW’ and...

new impact map in UXPressia

…go to the ‘Personas’ tab. Select a persona and hit ‘ADD’:

adding a new journey map

You’ll be taken to a new document page:

new persona settings

On the popup, you can set a persona name, assign it a status, manage document owners, and add tags.

Note: If you don't add any tag to the document, it will be visible only to you and the people you share this doc individually.

#2 Tag page

  • Open up a tag to which you want to add a new persona. You can find a list of tags on the left panel:

list of tags on the left panel
  • Click on the ‘ADD NEW’ button and select a persona.

creating impact maps

#3 Document page

This can be either a persona page...

adding a new persona from a persona page

...or a journey map page.

Also, feel free to check out our Template library. You can add any of the templates to your workspace and tweak it to your project needs.

template library

Note: By adding a persona template to your workspace, you create a new persona inside the workspace.

How to add and remove tags

Documents inside a workspace can have multiple tags.

You can assign a tag to your persona:

  • On the Dashboard page

Go to the settings in the Tags column…

…or to the document settings:

persona settings

You can also assign tags to documents in bulk:

bulk tagging of personas
  • On the Tag page

personas on the tag page

Creating a persona on a Tag page automatically assigns this tag to the persona. You can remove this tag or add more tags afterwards if needed.

  • On the document page

document settings on the persona page

You can manage tags on the Settings popup:

persona settings popup

Note: If a document has no tags, it is visible only to its creator. To make it visible to other people, this user can:

  • assign the document a Workspace tag, making it available to everyone in the workspace;

  • assign the persona a personal tag and share this tag with specific people;

  • share this document individually with others:

persona sharing settings
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